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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
826
MinichMacGregor Wealth Management
New York
$18K – – –
RFM
827
Royal Fund Management
Florida
$18K +$3.1K +23 +20%
LWM
828
Lenox Wealth Management
Ohio
$17K +$17.3K +128 New
RWA
829
Ropes Wealth Advisors
Massachusetts
$16K -$270 -2 -2%
IIC
830
Integrated Investment Consultants
Michigan
$16K – – –
PG
831
Patten Group
Tennessee
$16K – – –
YWP
832
YorkBridge Wealth Partners
New York
$16K – – –
GI
833
Gradient Investments
Minnesota
$16K +$3.64K +27 +29%
CBT
834
Capital Bank & Trust
California
$16K +$16.5K +122 New
HS
835
Horan Securities
United States
$14K – – –
MLFP
836
MPS Loria Financial Planners
Illinois
$14K +$13.5K +100 New
CHC
837
City Holding Co
West Virginia
$13K – – –
GAM
838
Gemmer Asset Management
California
$13K – – –
HFM
839
Hartford Financial Management
Connecticut
$13K – – –
HI
840
Hudock Inc
Pennsylvania
$13K – – –
PFSC
841
Peoples Financial Services Corp
Pennsylvania
$13K – – –
PK
842
Pflug Koory
Nebraska
$13K – – –
SA
843
SRH Advisors
Kansas
$13K – – –
HAM
844
Highstreet Asset Management
Ontario, Canada
$13K +$13.5K +100 New
FC
845
Ferris Capital
Massachusetts
$12K +$12.1K +90 New
AP
846
Atwood & Palmer
Missouri
$11K – – –
LWCFA
847
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$3.24K +24 +44%
TDC
848
Thompson Davis & Co
Virginia
$9K – – –
PCP
849
Proficio Capital Partners
Massachusetts
$8K -$810 -6 -10%
WPA
850
West Paces Advisors
Georgia
$7.86K – – –