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Name Holding Trade Value Shares
Change
Change in
Stake
NPPM
201
North Point Portfolio Managers
Ohio
$206K +$188K +4,600 New
EHWM
202
Eads & Heald Wealth Management
Georgia
$203K -$16.6K -405 -8%
ICOA
203
Investment Centers of America
North Dakota
$203K +$187K +4,566 New
MSFP
204
Mark Sheptoff Financial Planning
Connecticut
$202K
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$181K +$410 +10 +0.2%
WTB
206
Washington Trust Bank
Washington
$178K
SFPIA
207
Stevens First Principles Investment Advisors
California
$174K
RCM
208
Riverhead Capital Management
Delaware
$159K -$217K -5,296 -60%
JIC
209
Joel Isaacson & Co
New York
$153K
PSC
210
Prentiss Smith & Co
Vermont
$148K -$319K -7,787 -70%
VCM
211
Versant Capital Management
Arizona
$127K +$1.27K +31 +1%
PRS
212
Pinkerton Retirement Specialists
Idaho
$117K +$107K +2,611 New
TRCT
213
Tower Research Capital (TRC)
New York
$111K +$100K +2,452 +24,520%
AG
214
Advisor Group
Arizona
$107K +$99.4K +2,427 New
LIA
215
LS Investment Advisors
Michigan
$99K +$1.72K +42 +2%
WA
216
WFG Advisors
Texas
$91K
IR
217
Invictus RG
Bermuda
$90K +$82.1K +2,003 New
MRCM
218
M&R Capital Management
New Jersey
$89K +$81.9K +2,000 New
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$83K +$13.2K +323 +21%
Envestnet Asset Management
220
Envestnet Asset Management
Illinois
$76K -$13.6K -331 -16%
QI
221
QS Investors
New York
$67K -$22K -536 -26%
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$64K
GWM
223
Geneos Wealth Management
Colorado
$53K
AssetMark Inc
224
AssetMark Inc
California
$45K +$38.4K +936 +1,216%
CFA
225
Carroll Financial Associates
North Carolina
$44K