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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1101
Ranch Capital Advisors
Florida
$9K
TIM
1102
Tortoise Investment Management
New York
$9K
MHR
1103
Matthew Hamilton Rosenberg
$9K +$9.3K +49 New
ClearBridge Investments
1104
ClearBridge Investments
New York
$8K -$9.3K -49 -54%
AF
1105
Arrow Financial
New York
$8K
HIM
1106
Hillsdale Investment Management
Ontario, Canada
$8K
IRC
1107
Investors Research Corp
Georgia
$8K
SFG
1108
Sowa Financial Group
Rhode Island
$8K
FCH
1109
Freestone Capital Holdings
Washington
$7.08K -$322K -1,698 -4%
FBT
1110
First Bank & Trust
South Dakota
$7K -$2.47K -13 -27%
OC
1111
Oakworth Capital
Alabama
$7K -$949 -5 -11%
ANBT
1112
American National Bank & Trust
Texas
$7K
CAGAS
1113
Capital Advisory Group Advisory Services
Minnesota
$7K
MF
1114
Manchester Financial
California
$7K
PG
1115
Proffitt & Goodson
Tennessee
$7K
SFPG
1116
Stonebridge Financial Planning Group
Florida
$7K
HWM
1117
HighMark Wealth Management
Minnesota
$7K +$7.21K +38 New
GFPC
1118
Global Financial Private Client
Florida
$6.67K
RWM
1119
Raffa Wealth Management
District of Columbia
$6.57K +$190 +1 +3%
SC
1120
Stralem & Co
New York
$6K
TL
1121
TrueWealth LLC
Georgia
$6K +$379 +2 +7%
APWM
1122
Atlas Private Wealth Management
New York
$5K
ME
1123
McIlrath & Eck
Washington
$5K
WCG
1124
Weaver Consulting Group
California
$5K +$2.66K +14 +100%
SMG
1125
Spectrum Management Group
Indiana
$5K +$4.74K +25 New