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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
501
IHT Wealth Management
Illinois
$28K +$944 +49 +4%
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$27.9K
RFA
503
Reilly Financial Advisors
California
$27K
CFA
504
Carroll Financial Associates
North Carolina
$26K -$7.21K -374 -24%
ST
505
Smithfield Trust
Pennsylvania
$25K -$51.6K -2,680 -70%
CPIG
506
Chicago Partners Investment Group
Illinois
$24K -$6.38K -331 -23%
AOWM
507
Alpha Omega Wealth Management
Virginia
$24K -$3.02K -157 -12%
MFW
508
Mosaic Family Wealth
Missouri
$24K
VCM
509
Versant Capital Management
Arizona
$23K -$7.76K -403 -27%
WA
510
WealthTrust-Arizona
Arizona
$23K
WAS
511
WESPAC Advisors SoCal
California
$23K
SFG
512
SevenBridge Financial Group
Pennsylvania
$21K -$2.25K -117 -11%
BA
513
Bristlecone Advisors
Washington
$21K +$18.3K +951 New
IDBONY
514
Israel Discount Bank of New York
New York
$20K
MWM
515
Mascoma Wealth Management
New Hampshire
$20K
LC
516
Landaas & Company
Wisconsin
$20K +$18.1K +937 New
CBOA
517
Commonwealth Bank of Australia
Australia
$19K -$678K -35,204 -97%
LWM
518
Lenox Wealth Management
Ohio
$18K -$135 -7 -0.8%
AIM
519
Advantage Investment Management
Iowa
$18K
DSC
520
Duncker Streett & Co
Missouri
$18K
GAM
521
Gemmer Asset Management
California
$18K
PMFA
522
Plante Moran Financial Advisors
Michigan
$18K
JFA
523
JNBA Financial Advisors
Minnesota
$17K
ZB
524
Zions Bancorporation
Utah
$17K +$11.8K +613 +383%
BFEC
525
Benjamin F. Edwards & Company
Missouri
$16K