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Name Holding Trade Value Shares
Change
Change in
Stake
FFW
951
Fusion Family Wealth
New York
$15K +$13.4K +58 +967%
M
952
MOTCO
Texas
$15K +$15K +65 New
VNA
953
Valley National Advisers
Pennsylvania
$14K – – –
FRA
954
Front Row Advisors
California
$14K +$2.08K +9 +18%
EWM
955
Executive Wealth Management
Michigan
$14K +$11.5K +50 +417%
ST
956
Smithfield Trust
Pennsylvania
$13K -$55.2K -239 -81%
TFGT
957
TS Financial Group (TSFG)
Illinois
$13K – – –
RBC
958
Roble Belko & Company
Pennsylvania
$12K -$2.31K -10 -17%
ATC
959
Adirondack Trust Company
New York
$12K – – –
ACS
960
Archford Capital Strategies
Illinois
$12K – – –
ONST
961
Old North State Trust
North Carolina
$12K – – –
CI
962
CX Institutional
Indiana
$12K +$231 +1 +2%
TC
963
Trust Company
Kansas
$12K +$12.2K +53 New
FPS
964
Fieldpoint Private Securities
Connecticut
$11K +$11.3K +49 New
FAM
965
Fred Alger Management
New York
$10K -$457K -1,979 -98%
NC
966
NewSquare Capital
Pennsylvania
$10K – – –
TIM
967
Tortoise Investment Management
New York
$9K -$1.85K -8 -17%
GCM
968
Gables Capital Management
Florida
$9K – – –
PK
969
Pflug Koory
Nebraska
$9K – – –
WB
970
Webster Bank
Connecticut
$9K – – –
CC
971
Centiva Capital
New York
$8K -$435K -1,884 -98%
AF
972
Allworth Financial
California
$8K -$5.31K -23 -40%
AWM
973
AllSquare Wealth Management
New York
$8K – – –
MCM
974
MV Capital Management
Maryland
$7K – – –
TVWM
975
Tower View Wealth Management
Wisconsin
$7K – – –