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Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
1051
Brewin Dolphin Wealth Management
Ireland
$18.9K – – –
VNA
1052
Valley National Advisers
Pennsylvania
$18K -$3.37K -12 -16%
CFD
1053
Creative Financial Designs
Indiana
$18K +$10.4K +37 +148%
RBC
1054
Roble Belko & Company
Pennsylvania
$17K -$347K -1,236 -95%
PW
1055
Price Wealth
Texas
$17K +$10.4K +37 +185%
NC
1056
NewSquare Capital
Pennsylvania
$16K – – –
ACS
1057
Archford Capital Strategies
Illinois
$15K – – –
TIM
1058
Tortoise Investment Management
New York
$14K -$5.62K -20 -29%
ACA
1059
Atlas Capital Advisors
Wyoming
$13.1K -$7.31K -26 -41%
PFGIA
1060
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$5.62K -20 -30%
VDFA
1061
Vickerman & Driscoll Financial Advisors
Washington
$12K – – –
TL
1062
TrueWealth LLC
Georgia
$12K +$4.22K +15 +54%
AA
1063
Apriem Advisors
California
$12K +$11.8K +42 New
ANBT
1064
American National Bank & Trust
Texas
$11K – – –
NSIM
1065
North Star Investment Management
Illinois
$11K – – –
TC
1066
Trilogy Capital
California
$11K – – –
PK
1067
Pflug Koory
Nebraska
$11K +$3.37K +12 +48%
SA
1068
SRH Advisors
Kansas
$11K +$11K +39 New
NWM
1069
Northwest Wealth Management
Iowa
$10K – – –
AWM
1070
AllSquare Wealth Management
New York
$10K +$9.28K +33 New
CJA
1071
C-J Advisory
California
$9K – – –
MCM
1072
MV Capital Management
Maryland
$9K – – –
BCWM
1073
Bartlett & Co Wealth Management
Ohio
$7.26K -$4.22K -15 -38%
BC
1074
Bartlett & Co
Ohio
$7K -$4.22K -15 -38%
PWAG
1075
Polaris Wealth Advisory Group
California
$7K – – –