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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
651
Sowell Financial Services
Arkansas
$58K +$52.1K +398 New
NFM
652
North Forty Management
Washington
$57K +$56.3K +430 New
FANJ
653
Financial Architects (New Jersey)
New Jersey
$56K +$5.1K +39 +10%
IF
654
Ironwood Financial
Arizona
$54K
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$45.8K +350 New
CLOS
656
Compagnie Lombard Odier SCmA
Switzerland
$45K
SPIA
657
Steward Partners Investment Advisory
New York
$45K +$44.2K +338 New
MA
658
MCF Advisors
Kentucky
$44K
CJA
659
C-J Advisory
California
$43K -$6.8K -52 -14%
KF
660
Krilogy Financial
Missouri
$41K
NYLT
661
New York Life Trust
New York
$41K +$40K +306 New
SSB
662
Sandy Spring Bank
Maryland
$40K
TCM
663
Tradewinds Capital Management
Washington
$40K
JWA
664
JFS Wealth Advisors
Pennsylvania
$38K
CHP
665
Cable Hill Partners
Oregon
$37K -$14.7K -112 -29%
DSI
666
Daiwa SB Investments
Japan
$37K -$3.93K -30 -10%
RFA
667
Reilly Financial Advisors
California
$37K +$29K +222 +411%
IWM
668
IHT Wealth Management
Illinois
$35K +$33.4K +255 New
BBHC
669
Brown Brothers Harriman & Co
New York
$33K
RFWA
670
RPg Family Wealth Advisory
Massachusetts
$31.6K -$5.3M -40,542 -99%
KT
671
Kanaly Trust
Texas
$30K -$1.83K -14 -6%
JCM
672
Jacobi Capital Management
Pennsylvania
$29K -$19.6K -150 -43%
SBL
673
Sargent Bickham Lagudis
Colorado
$29K -$4.97K -38 -15%
WPA
674
West Paces Advisors
Georgia
$28.7K +$28.1K +215 New
CCM
675
Cribstone Capital Management
Maine
$28K