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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
926
Westside Investment Management
California
$61.2K -$5.45K -167 -8%
PSFG
927
Park Square Financial Group
Georgia
$58.8K -$4.83K -148 -8%
JWA
928
JFS Wealth Advisors
Pennsylvania
$58.1K -$5.81K -178 -9%
BC
929
Barrett & Company
Rhode Island
$54.2K – – –
EDRH
930
Edmond de Rothschild Holding
Switzerland
$54.1K -$97.9K -3,000 -65%
VWA
931
VSM Wealth Advisory
Maryland
$54K +$163 +5 +0.3%
FCAS
932
First Command Advisory Services
Texas
$52.8K +$2.84K +87 +6%
SSB
933
Sandy Spring Bank
Maryland
$52.5K +$10.7K +328 +27%
CWM
934
Compass Wealth Management
Connecticut
$51.8K – – –
CT
935
Coastline Trust
Rhode Island
$51.7K – – –
AP
936
Atwood & Palmer
Missouri
$50.7K -$27.7K -850 -36%
BCM
937
Basso Capital Management
Connecticut
$50.7K – – –
SFGP
938
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$50.4K – – –
BFP
939
Briaud Financial Planning
Texas
$49K – – –
QC
940
Quent Capital
New York
$46K +$9.92K +304 +29%
VNA
941
Valley National Advisers
Pennsylvania
$46K +$9.79K +300 +28%
JAM
942
JCIC Asset Management
Ontario, Canada
$45.6K +$3.59K +110 +9%
GWP
943
Gen-Wealth Partners
Michigan
$45.3K – – –
SGC
944
Slocum, Gordon & Co
Rhode Island
$45.3K – – –
VFM
945
Vision Financial Markets
Connecticut
$43.5K – – –
FFA
946
Frazier Financial Advisors
Ohio
$42.1K -$14.9K -458 -27%
GBT
947
Grove Bank & Trust
Florida
$41.8K -$115K -3,528 -74%
NC
948
North Capital
Utah
$38.9K +$37.5K +1,150 New
SIC
949
Salem Investment Counselors
North Carolina
$38.6K +$4.01K +123 +12%
BSB
950
Bangor Savings Bank
Maine
$38.4K – – –
36 37
38
39 40