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