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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
976
Tarbox Family Office
California
$52K -$2.3K -183 -5%
SWA
977
Sutton Wealth Advisors
Florida
$50.9K +$47.4K +3,768 New
ZB
978
Zions Bancorporation
Utah
$50K -$7.16K -569 -14%
WA
979
WealthTrust-Arizona
Arizona
$50K -$2.91K -231 -6%
MFW
980
Mosaic Family Wealth
Missouri
$50K +$2.16K +172 +5%
AWM
981
AllSquare Wealth Management
New York
$49K +$138 +11 +0.3%
SAM
982
Sunnymeath Asset Management
New Jersey
$49K +$46K +3,660 New
SFG
983
Sage Financial Group
Pennsylvania
$47K
AIS
984
Accurate Investment Solutions
Pennsylvania
$47K +$554 +44 +1%
ST
985
Smithfield Trust
Pennsylvania
$47K +$2.52K +200 +6%
GBBWRPM
986
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$47K +$5.76K +458 +15%
ADL
987
Asset Dedication LLC
California
$46K -$63.2K -5,027 -60%
PSC
988
Prentiss Smith & Co
Vermont
$45K
BAM
989
Bruderman Asset Management
New York
$45K +$906 +72 +2%
MA
990
MCF Advisors
Kentucky
$44K +$19.3K +1,533 +89%
PIM
991
Parasol Investment Management
Illinois
$42K
RWA
992
Ropes Wealth Advisors
Massachusetts
$41K +$30K +2,388 +381%
FANJ
993
Financial Architects (New Jersey)
New Jersey
$40K +$37.3K +2,966 New
AP
994
Advisors Preferred
Maryland
$39K +$36.7K +2,914 New
DBT
995
Dubuque Bank & Trust
Iowa
$38K -$9.74K -774 -22%
WIC
996
Woodmont Investment Counsel
Tennessee
$38K
WJA
997
Williams Jones & Associates
New York
$37K -$202K -16,050 -85%
TC
998
Trust Company
Kansas
$36K
CTB
999
Country Trust Bank
Illinois
$35K +$27.7K +2,200 +550%
LWM
1000
Lenox Wealth Management
Ohio
$34K