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Name Holding Trade Value Shares
Change
Change in
Stake
NC
976
NewSquare Capital
Pennsylvania
$61K – – –
TWMP
977
Taylor Wealth Management Partners
Massachusetts
$58K +$54.1K +4,300 New
FMII
978
Farmers & Merchants Investments Inc
Nebraska
$56K -$10.1K -800 -16%
TCM
979
Tradewinds Capital Management
Washington
$55K +$75 +6 +0.1%
WC
980
Whitnell & Co
Illinois
$54K -$26.4K -2,100 -34%
TFO
981
Tarbox Family Office
California
$52K -$2.3K -183 -5%
SWA
982
Sutton Wealth Advisors
Florida
$50.9K +$47.4K +3,768 New
ZB
983
Zions Bancorporation
Utah
$50K -$7.16K -569 -14%
WA
984
WealthTrust-Arizona
Arizona
$50K -$2.91K -231 -6%
MFW
985
Mosaic Family Wealth
Missouri
$50K +$2.16K +172 +5%
AWM
986
AllSquare Wealth Management
New York
$49K +$138 +11 +0.3%
SAM
987
Sunnymeath Asset Management
New Jersey
$49K +$46K +3,660 New
SFG
988
Sage Financial Group
Pennsylvania
$47K – – –
AIS
989
Accurate Investment Solutions
Pennsylvania
$47K +$554 +44 +1%
ST
990
Smithfield Trust
Pennsylvania
$47K +$2.52K +200 +6%
GBBWRPM
991
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$47K +$5.76K +458 +15%
ADL
992
Asset Dedication LLC
California
$46K -$63.2K -5,027 -60%
PSC
993
Prentiss Smith & Co
Vermont
$45K – – –
BAM
994
Bruderman Asset Management
New York
$45K +$906 +72 +2%
MA
995
MCF Advisors
Kentucky
$44K +$19.3K +1,533 +89%
PIM
996
Parasol Investment Management
Illinois
$42K – – –
RWA
997
Ropes Wealth Advisors
Massachusetts
$41K +$30K +2,388 +381%
FANJ
998
Financial Architects (New Jersey)
New Jersey
$40K +$37.3K +2,966 New
AP
999
Advisors Preferred
Maryland
$39K +$36.7K +2,914 New
DBT
1000
Dubuque Bank & Trust
Iowa
$38K -$9.74K -774 -22%