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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
651
Rockbridge Investment Management
New York
$60K +$63.5K +1,000 New
FF
652
FourThought Financial
Florida
$60K +$64.1K +1,009 New
AIM
653
Anchor Investment Management
South Carolina
$57.4K
AIL
654
AGF Investments LLC
Ontario, Canada
$54K -$35.5K -558 -38%
ST
655
Smithfield Trust
Pennsylvania
$53K +$3.94K +62 +8%
PWPS
656
Pinnacle Wealth Planning Services
Ohio
$49K +$52K +818 New
AF
657
Advisornet Financial
Minnesota
$46K +$26.6K +419 +123%
SWA
658
Sutton Wealth Advisors
Florida
$44.2K +$1.97K +31 +4%
FPS
659
Fieldpoint Private Securities
Connecticut
$44K +$47K +740 New
RFA
660
Reilly Financial Advisors
California
$42K
EWA
661
Evolution Wealth Advisors
Florida
$41K -$5.27K -83 -11%
CI
662
CX Institutional
Indiana
$39K +$22.9K +360 +126%
LC
663
Lindbrook Capital
California
$38K -$4.83K -76 -11%
PCG
664
Private Capital Group
Connecticut
$37K -$5.59K -88 -12%
EWM
665
Endurance Wealth Management
Rhode Island
$36K -$12.7K -200 -25%
KPCM
666
Kings Point Capital Management
New York
$36K
SL
667
Savior LLC
Massachusetts
$32K
PB
668
Pinnacle Bancorp
Nebraska
$32K +$4.96K +78 +17%
HNB
669
Huntington National Bank
Ohio
$32K +$14K +221 +72%
KTC
670
Kistler-Tiffany Companies
Pennsylvania
$31K
VFA
671
Valeo Financial Advisors
Indiana
$30K -$465K -7,324 -94%
BCWM
672
Bartlett & Co Wealth Management
Ohio
$29.1K +$5.27K +83 +21%
BC
673
Bartlett & Co
Ohio
$29K +$5.27K +83 +21%
DWMG
674
DB Wealth Management Group
California
$28K +$29.2K +460 New
TCOV
675
Trust Company of Vermont
Vermont
$27K