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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
851
Baystate Wealth Management
Massachusetts
$18K +$3.62K +102 +26%
GI
852
Gradient Investments
Minnesota
$18K +$7.09K +200 +65%
FCMT
853
Founders Capital Management (Texas)
Texas
$18K +$17.5K +494 New
PRS
854
Pinkerton Retirement Specialists
Idaho
$16K -$1.28K -36 -8%
CFS
855
Commonwealth Financial Services
West Virginia
$16K
YWP
856
YorkBridge Wealth Partners
New York
$16K
WAS
857
Winch Advisory Services
Wisconsin
$16K +$71 +2 +0.5%
JIM
858
Jupiter Investment Management
United Kingdom
$15K -$39.6M -1,118,182 -100%
FPS
859
Fieldpoint Private Securities
Connecticut
$15K +$14.9K +420 New
MUS
860
Mitsubishi UFJ Securities
Japan
$14K -$13.5K -380 -50%
CP
861
Corbenic Partners
Pennsylvania
$14K
SHJ
862
Sharkey, Howes & Javer
Colorado
$14K
ACS
863
Archford Capital Strategies
Illinois
$14K +$14.2K +400 New
BCI
864
Brinker Capital Investments
Pennsylvania
$13K
WPA
865
West Paces Advisors
Georgia
$12.6K -$24.8K -700 -67%
TDC
866
Thompson Davis & Co
Virginia
$12K
CGT
867
Capital Guardian Trust
California
$12K +$3.26K +92 +40%
SIM
868
Sonora Investment Management
Arizona
$11.5K
TCM
869
Tradewinds Capital Management
Washington
$11K -$53.2K -1,502 -83%
TFO
870
Tarbox Family Office
California
$11K
AC
871
Alexandria Capital
Virginia
$11K +$3.76K +106 +50%
IIC
872
Integrated Investment Consultants
Michigan
$11K +$10.6K +300 New
NYLT
873
New York Life Trust
New York
$10K -$106K -2,988 -92%
LA
874
Legacy Advisors
Pennsylvania
$10K -$25.8K -728 -72%
GRP
875
Global Retirement Partners
California
$10K