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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
551
West Oak Capital
California
$8K
GWS
552
Glassman Wealth Services
Virginia
$8K +$3.92K +26 +68%
JPLA
553
Joseph P. Lucia & Associates
New York
$8K +$8.6K +57 New
DRS
554
Deane Retirement Strategies
Louisiana
$7K
MFC
555
Mechanics Financial Corp
Ohio
$7K
SWM
556
Selective Wealth Management
Virginia
$7K
MA
557
MCF Advisors
Kentucky
$7K +$7.54K +50 New
HFS
558
Hantz Financial Services
Michigan
$7K +$8.45K +56 New
Bessemer Group
559
Bessemer Group
New Jersey
$6K
TCM
560
Tradewinds Capital Management
Washington
$5K -$3.02K -20 -33%
AFS
561
Annapolis Financial Services
Maryland
$5K
BFC
562
Bedel Financial Consulting
Indiana
$5K
FAG
563
Fortitude Advisory Group
Washington
$5K
PCG
564
Private Capital Group
Connecticut
$5K
EWM
565
Evermay Wealth Management
Virginia
$4K
FA
566
Fortis Advisors
Pennsylvania
$4K
MIFH
567
Migdal Insurance & Financial Holdings
Israel
$4K
BDWM
568
Brewin Dolphin Wealth Management
Ireland
$4K +$4.22K +28 New
PB
569
Pinnacle Bancorp
Nebraska
$4K +$4.83K +32 New
ACA
570
Atlas Capital Advisors
Wyoming
$3.97K
BFG
571
Baron Financial Group
New Jersey
$3.17K
CT
572
Cambridge Trust
Massachusetts
$3K
CSB
573
City State Bank
Iowa
$3K
WAS
574
Winch Advisory Services
Wisconsin
$3K
BLC
575
Brown, Lisle/Cummings
Rhode Island
$2.65K