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Name Holding Trade Value Shares
Change
Change in
Stake
HT
1001
Heritage Trust
Oklahoma
$136K +$149K +713 New
CIAS
1002
Capital Investment Advisory Services
North Carolina
$136K +$149K +714 New
CG
1003
Cutler Group
California
$135K -$544K -2,610 -78%
MWM
1004
Mascoma Wealth Management
New Hampshire
$135K +$11.1K +53 +8%
FCMT
1005
Founders Capital Management (Texas)
Texas
$133K
EDRH
1006
Edmond de Rothschild Holding
Switzerland
$132K +$14.2K +68 +11%
CFG
1007
CKW Financial Group
Hawaii
$131K +$39.2K +188 +38%
AW
1008
Alpha Windward
Massachusetts
$129K +$142K +681 New
BBHC
1009
Brown Brothers Harriman & Co
New York
$128K +$141K +676 New
AIS
1010
Accurate Investment Solutions
Pennsylvania
$122K +$9.39K +45 +8%
FMP
1011
Financial Management Professionals
Texas
$122K +$134K +640 New
FCB
1012
First Command Bank
Texas
$121K +$14K +67 +12%
FCFS
1013
First Command Financial Services
Texas
$121K +$14K +67 +12%
Schroder Investment Management Group
1014
Schroder Investment Management Group
United Kingdom
$121K -$4.28M -20,506 -3%
PWMG
1015
Prestige Wealth Management Group
New Jersey
$119K +$131K +626 New
IF
1016
Ironwood Financial
Arizona
$118K +$34K +163 +36%
PFSC
1017
Peoples Financial Services Corp
Pennsylvania
$118K +$130K +625 New
LFASL
1018
Lugano Financial Advisors SA (LFA)
Switzerland
$116K
NFG
1019
Next Financial Group
Texas
$116K +$78.4K +376 +161%
SBL
1020
Sargent Bickham Lagudis
Colorado
$116K +$106K +507 +478%
CWM
1021
Cedar Wealth Management
California
$114K
OC
1022
Oakworth Capital
Alabama
$114K +$117K +562 +1,561%
CCM
1023
Cribstone Capital Management
Maine
$113K +$83K +398 +203%
PAMU
1024
Pictet Asset Management (UK)
United Kingdom
$112K +$47.4M +227,148 +63%
ST
1025
Smithfield Trust
Pennsylvania
$112K +$49.4K +237 +67%