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Name Holding Trade Value Shares
Change
Change in
Stake
BS
551
Bessemer Securities
New York
$33K +$30.4K +400 New
CAW
552
Cornerstone Advisors (Washington)
Washington
$32K +$10.5K +138 +55%
AIM
553
Assured Investment Management
New York
$30K -$3.51M -46,223 -99%
PCP
554
Proficio Capital Partners
Massachusetts
$30K +$1.6K +21 +6%
AssetMark Inc
555
AssetMark Inc
California
$29K
PCG
556
Private Capital Group
Connecticut
$26K -$1.22K -16 -5%
Carson Wealth (CWM LLC)
557
Carson Wealth (CWM LLC)
Nebraska
$26K +$12.3K +162 +450%
GAM
558
Gemmer Asset Management
California
$25K -$4.33K -57 -16%
LFA
559
Legacy Financial Advisors
Kentucky
$25K
BL
560
Balentine LLC
Georgia
$24K
BCA
561
Berman Capital Advisors
Georgia
$24K +$4.1K +54 +22%
PO
562
Private Ocean
California
$23K
MNBTD
563
Moody National Bank Trust Division
Texas
$23K +$4.63K +61 +29%
HR
564
Howe & Rusling
New York
$22K -$760 -10 -4%
LWCFA
565
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K -$19.4K -255 -51%
SF
566
Synovus Financial
Georgia
$20K -$4.56K -60 -20%
SNT
567
Security National Trust
West Virginia
$19K
FRA
568
Front Row Advisors
California
$18K
CIA
569
CSat Investment Advisory
Michigan
$17K -$1.06K -14 -6%
QAM
570
QCI Asset Management
New York
$17K
TFS
571
TrustCore Financial Services
Tennessee
$17K
AIA
572
Alera Investment Advisors
Illinois
$14K -$532 -7 -4%
FC
573
Ferris Capital
Massachusetts
$12K -$1.22K -16 -10%
FCA
574
FinTrust Capital Advisors
South Carolina
$12K
TCCM
575
Timber Creek Capital Management
Massachusetts
$12K