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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
751
Gupta Wealth Management
California
$20K +$19.2K +175 New
MFBTD
752
MB Financial Bank - Trust Department
Illinois
$19K
LWA
753
Lenox Wealth Advisors
New York
$18K
ATC
754
Adirondack Trust Company
New York
$18K +$1.1K +10 +7%
EFSCE
755
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
CAW
756
Cornerstone Advisors (Washington)
Washington
$16K -$219 -2 -1%
AWM
757
AllSquare Wealth Management
New York
$16K
JWA
758
JFS Wealth Advisors
Pennsylvania
$16K
TWA
759
TCI Wealth Advisors
Arizona
$15K +$1.97K +18 +16%
ZB
760
Zions Bancorporation
Utah
$14K +$13.3K +121 New
AWM
761
Avior Wealth Management
Nebraska
$14K +$13.7K +125 New
HI
762
Hudock Inc
Pennsylvania
$13K +$12.1K +110 New
ASN
763
Advisory Services Network
Georgia
$12K
PMFA
764
Plante Moran Financial Advisors
Michigan
$11K
TFO
765
Tarbox Family Office
California
$10K
AC
766
Alexandria Capital
Virginia
$8K -$548 -5 -7%
QAM
767
QCI Asset Management
New York
$7K
BAM
768
Bruderman Asset Management
New York
$7K +$7.12K +65 New
IC
769
Intersect Capital
California
$6K -$52.3K -477 -90%
HDIM
770
Hanson & Doremus Investment Management
Vermont
$6K
PO
771
Private Ocean
California
$6K
TCM
772
Tradewinds Capital Management
Washington
$6K
AAC
773
Asset Advisors Corp
Georgia
$5K
BL
774
Balentine LLC
Georgia
$5K +$4.93K +45 New
CFSG
775
Community Financial Services Group
Vermont
$5K +$5.26K +48 New