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Name Holding Trade Value Shares
Change
Change in
Stake
BL
401
Balentine LLC
Georgia
$57K +$58.3K +1,230 New
GWM
402
Geneos Wealth Management
Colorado
$55K -$569K -12,018 -91%
MFW
403
Mosaic Family Wealth
Missouri
$54K
SNT
404
Security National Trust
West Virginia
$53K
NFG
405
Next Financial Group
Texas
$51K +$22.2K +469 +74%
RCM
406
Riverhead Capital Management
Delaware
$46K -$448K -9,458 -90%
DSC
407
Duncker Streett & Co
Missouri
$39K -$45.1K -952 -53%
JIC
408
Joel Isaacson & Co
New York
$39K
BWP
409
Baldwin Wealth Partners
Massachusetts
$38K +$38.6K +815 New
AIM
410
Acrospire Investment Management
Illinois
$32K +$14.2K +300 +75%
RWA
411
Ropes Wealth Advisors
Massachusetts
$29K
JSAM
412
J. Safra Asset Management
New York
$28K
PFS
413
Physicians Financial Services
North Carolina
$26K
IWMPD
414
Integrated Wealth Management (Palm Desert)
California
$25K -$48K -1,013 -65%
CFG
415
Citizens Financial Group
Rhode Island
$23K
FNBSF
416
First National Bank Sioux Falls
South Dakota
$23K
DBT
417
Dubuque Bank & Trust
Iowa
$22K
CFS
418
Commonwealth Financial Services
West Virginia
$21K +$2.75K +58 +15%
CHP
419
Cable Hill Partners
Oregon
$21K +$22.3K +470 New
ASN
420
Advisory Services Network
Georgia
$20K +$11.4K +241 +121%
TCCM
421
Timber Creek Capital Management
Massachusetts
$19K +$20.1K +425 New
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$18K
Loomis, Sayles & Company
423
Loomis, Sayles & Company
Massachusetts
$18K
IWC
424
Integrated Wealth Counsel
California
$18K +$18.8K +397 New
AssetMark Inc
425
AssetMark Inc
California
$16K -$8.67K -183 -35%