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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
401
Pathstone Family Office
New Jersey
$11K
SIAS
402
Shine Investment Advisory Services
Colorado
$11K
CFA
403
Carroll Financial Associates
North Carolina
$10K
SBL
404
Sargent Bickham Lagudis
Colorado
$10K
TL
405
TrueWealth LLC
Georgia
$10K
QCG
406
Quadrant Capital Group
Ohio
$10K +$718 +15 +7%
BFC
407
Bedel Financial Consulting
Indiana
$9K
CHP
408
Cable Hill Partners
Oregon
$9K
PCP
409
Proficio Capital Partners
Massachusetts
$9K +$4.6K +96 +116%
AIA
410
Alera Investment Advisors
Illinois
$9K +$6.85K +143 +447%
HFM
411
Hartford Financial Management
Connecticut
$8K
WTC
412
WhitTier Trust Company
Nevada
$8K
WEC
413
Winslow Evans & Crocker
Massachusetts
$8K
AC
414
Avestar Capital
New York
$8K +$7.13K +149 +324%
WTB
415
Washington Trust Bank
Washington
$8K +$7.66K +160 New
OIA
416
Optimum Investment Advisors
Illinois
$6K
CAC
417
Certified Advisory Corp
Florida
$5K
FRA
418
Front Row Advisors
California
$5K
PWM
419
PRW Wealth Management
Massachusetts
$5K
ZB
420
Zions Bancorporation
Utah
$5K +$4.41K +92 New
LWA
421
Lenox Wealth Advisors
New York
$5K +$4.69K +98 New
PFPT
422
Pinnacle Financial Partners (Tennessee)
Tennessee
$5K +$4.79K +100 New
CTB
423
Country Trust Bank
Illinois
$4K
IFAM
424
Institutional & Family Asset Management
Colorado
$4K
FCA
425
FinTrust Capital Advisors
South Carolina
$4K +$1.2K +25 +45%