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Name Holding Trade Value Shares
Change
Change in
Stake
FPS
401
Fieldpoint Private Securities
Connecticut
$62K +$61.8K +1,320 New
Simplex Trading
402
Simplex Trading
Illinois
$62K +$62.5K +1,336 New
CLOS
403
Compagnie Lombard Odier SCmA
Switzerland
$60K
SIM
404
Sonora Investment Management
Arizona
$58.8K +$12K +256 +26%
TCOV
405
Trust Company of Vermont
Vermont
$56K
MFW
406
Mosaic Family Wealth
Missouri
$55K
FI
407
FCM Investments
Texas
$47K -$941K -20,102 -95%
RCM
408
Riverhead Capital Management
Delaware
$47K
SNT
409
Security National Trust
West Virginia
$47K
GRP
410
Global Retirement Partners
California
$41K +$13.6K +290 +49%
DSC
411
Duncker Streett & Co
Missouri
$40K
PMFA
412
Plante Moran Financial Advisors
Michigan
$40K
ASN
413
Advisory Services Network
Georgia
$40K +$11.8K +251 +41%
CFG
414
Citizens Financial Group
Rhode Island
$40K +$16.2K +346 +69%
CG
415
Cutler Group
California
$38K +$38.9K +830 New
AssetMark Inc
416
AssetMark Inc
California
$37K +$15.8K +338 +75%
SIAP
417
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K
RIA
418
RPG Investment Advisory
California
$31K
RWA
419
Ropes Wealth Advisors
Massachusetts
$30K
YWP
420
YorkBridge Wealth Partners
New York
$23K
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$23K +$23K +491 New
CCM
422
Covington Capital Management
California
$23K +$23.4K +500 New
QCG
423
Quadrant Capital Group
Ohio
$21K
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$19K -$9.36K -200 -33%
FMTCOCP
425
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18.7K