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Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
701
Integrated Wealth Management (Palm Desert)
California
$42K +$8.54K +351 +25%
EWM
702
Evercore Wealth Management
New York
$37K -$6.54K -269 -15%
NYLT
703
New York Life Trust
New York
$34K -$876 -36 -2%
CFA
704
Carroll Financial Associates
North Carolina
$33K -$2.43K -100 -7%
HCP
705
Holt Capital Partners
Texas
$33K +$33.4K +1,375 New
JFGIW
706
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K -$876 -36 -3%
AA
707
AlphaMark Advisors
Kentucky
$31K – – –
NSIM
708
North Star Investment Management
Illinois
$30K – – –
JFA
709
JNBA Financial Advisors
Minnesota
$27K – – –
S
710
SignatureFD
Georgia
$27K +$10.9K +447 +65%
OC
711
Oakworth Capital
Alabama
$27K +$24.3K +1,000 +746%
CYG
712
Clean Yield Group
Vermont
$27K +$25.7K +1,058 New
SBL
713
Sargent Bickham Lagudis
Colorado
$27K +$27.6K +1,134 New
KPCM
714
Kings Point Capital Management
New York
$24K -$146K -6,000 -86%
VCM
715
Versant Capital Management
Arizona
$24K -$462 -19 -2%
AA
716
Apriem Advisors
California
$24K – – –
CHC
717
City Holding Co
West Virginia
$24K – – –
CPA
718
Cowen Prime Advisors
New York
$24K – – –
AIM
719
Arcadia Investment Management
Michigan
$24K +$2.36K +97 +11%
TWA
720
TCI Wealth Advisors
Arizona
$23K -$9.22K -379 -28%
NC
721
NewSquare Capital
Pennsylvania
$23K +$15K +616 +169%
SWA
722
Sutton Wealth Advisors
Florida
$22K +$22.4K +920 New
CAL
723
Capital Analysts LLC
Pennsylvania
$21.5K +$19.5K +800 +800%
ZB
724
Zions Bancorporation
Utah
$21K -$778 -32 -4%
RWG
725
Regal Wealth Group
California
$20K – – –