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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1501
Trust Company
Kansas
$118K – – –
RFM
1502
Royal Fund Management
Florida
$117K -$19.5K -598 -14%
MWM
1503
MinichMacGregor Wealth Management
New York
$115K -$554 -17 -0.5%
MWM
1504
Mascoma Wealth Management
New Hampshire
$115K +$12.1K +372 +12%
TA
1505
Townsend & Associates
Colorado
$114K +$3.19K +98 +3%
AA
1506
Apriem Advisors
California
$113K +$112K +3,450 New
CA
1507
Crewe Advisors
Utah
$110K – – –
MCA
1508
Mercer Capital Advisers
New Jersey
$108K – – –
AIM
1509
Advantage Investment Management
Iowa
$108K +$41.1K +1,261 +62%
PSC
1510
Prentiss Smith & Co
Vermont
$108K +$74.8K +2,295 +230%
IAS
1511
IMA Advisory Services
Colorado
$108K +$107K +3,278 New
THWM
1512
Taylor Hoffman Wealth Management
Virginia
$106K -$4.11K -126 -4%
WA
1513
WP Advisors
California
$105K +$104K +3,186 New
IP
1514
Isthmus Partners
Wisconsin
$103K – – –
LFG
1515
LifePlan Financial Group
Ohio
$103K +$2.96K +91 +3%
ECM
1516
EII Capital Management
New York
$100K +$10K +307 +11%
ACS
1517
Archford Capital Strategies
Illinois
$98K -$820K -25,177 -89%
B
1518
Bridgeworth
Alabama
$98K +$97.8K +3,001 New
TL
1519
TrueWealth LLC
Georgia
$97K +$13K +400 +16%
CAGAS
1520
Capital Advisory Group Advisory Services
Minnesota
$96K – – –
ME
1521
McIlrath & Eck
Washington
$92K +$9.51K +292 +12%
FFW
1522
Fusion Family Wealth
New York
$92K +$90.6K +2,780 +9,267%
TVWM
1523
Tower View Wealth Management
Wisconsin
$90K -$9.45K -290 -10%
AAP
1524
Arax Advisory Partners
Colorado
$90K +$21.3K +655 +31%
MFBTD
1525
MB Financial Bank - Trust Department
Illinois
$89K +$16.4K +503 +23%