Name Holding Trade Value Shares
Change
Change in
Stake
HPC
501
HM Payson & Co
Maine
$55K – – –
CT
502
Caldwell Trust
Florida
$52.3K +$52.3K +425 New
IRC
503
Investors Research Corp
Georgia
$52K – – –
ClearBridge Investments
504
ClearBridge Investments
New York
$46K – – –
GWM
505
Geneos Wealth Management
Colorado
$45K – – –
PFO
506
Pathstone Family Office
New Jersey
$44.9K -$17K -138 -27%
GLI
507
Guardian Life Insurance
New York
$44K -$1.6K -13 -4%
HFM
508
Harvest Fund Management
China
$42K – – –
ST
509
Smithfield Trust
Pennsylvania
$41K – – –
RBC
510
Roble Belko & Company
Pennsylvania
$38K – – –
ASN
511
Advisory Services Network
Georgia
$34K -$53.4K -434 -61%
CDIA
512
Capital Directions Investment Advisors
Georgia
$34K – – –
LC
513
Lindbrook Capital
California
$34K – – –
PFGIA
514
Patriot Financial Group Insurance Agency
Massachusetts
$32K – – –
VFA
515
Valeo Financial Advisors
Indiana
$31K – – –
FPS
516
Fieldpoint Private Securities
Connecticut
$31K +$4.06K +33 +15%
APA
517
American Portfolios Advisors
New York
$28.3K – – –
FMTCOCP
518
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K – – –
SC
519
Solstein Capital
California
$27K +$27.2K +221 New
FCA
520
FinTrust Capital Advisors
South Carolina
$26K – – –
LJHT
521
Laurie J. Hall Trustee
$25K +$24.6K +200 New
AA
522
Advisory Alpha
Michigan
$24.5K -$7.01K -57 -22%
FIB
523
First Interstate Bank
Montana
$24K – – –
MRCM
524
M&R Capital Management
New Jersey
$24K – – –
GDP
525
Great Diamond Partners
Maine
$24K +$24K +195 New