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Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
501
Laurie J. Hall Trustee
$70K
OC
502
Oakworth Capital
Alabama
$70K
CT
503
Caldwell Trust
Florida
$68.5K -$32.1K -600 -30%
AWM
504
AllSquare Wealth Management
New York
$67K
HF
505
Halpern Financial
Virginia
$66.7K +$321 +6 +0.4%
RMC
506
Resources Management Corp
Connecticut
$66K
LF
507
Lee Financial
Texas
$65K
CPC
508
Consolidated Planning Corp
Georgia
$64K +$68.8K +1,286 New
BU
509
BBVA USA
Alabama
$63K +$4.6K +86 +7%
PFBT
510
Parkside Financial Bank & Trust
Missouri
$62K +$1.61K +30 +2%
IA
511
IFP Advisors
Florida
$61K +$7.6K +142 +13%
QCG
512
Quadrant Capital Group
Ohio
$56K +$2.46K +46 +4%
SWM
513
Spire Wealth Management
Virginia
$55K -$23.6K -440 -29%
SNT
514
Security National Trust
West Virginia
$55K
M
515
MOTCO
Texas
$55K +$16.1K +300 +38%
OSAM
516
O'Shaughnessy Asset Management
Connecticut
$51K -$3K -56 -5%
HI
517
Harbour Investments
Wisconsin
$51K -$1.71K -32 -3%
FCMT
518
Founders Capital Management (Texas)
Texas
$51K
PFGIA
519
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$2.68K +50 +5%
GRP
520
Global Retirement Partners
California
$50K -$428 -8 -0.8%
HCP
521
Hexagon Capital Partners
Arkansas
$50K
LWCFA
522
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K
MMG
523
Monetary Management Group
Missouri
$50K
RFA
524
Reilly Financial Advisors
California
$50K
WT
525
Washington Trust
Rhode Island
$50K +$3K +56 +6%