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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
401
Ranger International Management
Illinois
$62K – – –
TCOV
402
Trust Company of Vermont
Vermont
$59K -$4.74K -100 -7%
BL
403
Balentine LLC
Georgia
$57K +$58.3K +1,230 New
GWM
404
Geneos Wealth Management
Colorado
$55K -$569K -12,018 -91%
MFW
405
Mosaic Family Wealth
Missouri
$54K – – –
SNT
406
Security National Trust
West Virginia
$53K – – –
NFG
407
Next Financial Group
Texas
$51K +$22.2K +469 +74%
RCM
408
Riverhead Capital Management
Delaware
$46K -$448K -9,458 -90%
DSC
409
Duncker Streett & Co
Missouri
$39K -$45.1K -952 -53%
JIC
410
Joel Isaacson & Co
New York
$39K – – –
BWP
411
Baldwin Wealth Partners
Massachusetts
$38K +$38.6K +815 New
AIM
412
Acrospire Investment Management
Illinois
$32K +$14.2K +300 +75%
RWA
413
Ropes Wealth Advisors
Massachusetts
$29K – – –
JSAM
414
J. Safra Asset Management
New York
$28K – – –
PFS
415
Physicians Financial Services
North Carolina
$26K – – –
IWMPD
416
Integrated Wealth Management (Palm Desert)
California
$25K -$48K -1,013 -65%
SBL
417
Sargent Bickham Lagudis
Colorado
$25K +$25.7K +542 New
CFG
418
Citizens Financial Group
Rhode Island
$23K – – –
FNBSF
419
First National Bank Sioux Falls
South Dakota
$23K – – –
DBT
420
Dubuque Bank & Trust
Iowa
$22K – – –
CFS
421
Commonwealth Financial Services
West Virginia
$21K +$2.75K +58 +15%
CHP
422
Cable Hill Partners
Oregon
$21K +$22.3K +470 New
ASN
423
Advisory Services Network
Georgia
$20K +$11.4K +241 +121%
TCCM
424
Timber Creek Capital Management
Massachusetts
$19K +$20.1K +425 New
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$18K – – –