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Name Holding Trade Value Shares
Change
Change in
Stake
IR
1001
Invictus RG
Bermuda
$69K +$71K +4,900 New
AWM
1002
Avior Wealth Management
Nebraska
$68K
Manulife (Manufacturers Life Insurance)
1003
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.4K -$3.46M -238,751 -5%
AWMS
1004
Advocacy Wealth Management Services
Georgia
$64K +$65.4K +4,515 New
NC
1005
NewSquare Capital
Pennsylvania
$63K
EMA
1006
Efficient Market Advisors
California
$61K +$4.34K +300 +8%
TCM
1007
Tradewinds Capital Management
Washington
$57K +$72 +5 +0.1%
AIA
1008
Allegis Investment Advisors
Idaho
$57K +$58.7K +4,055 New
TFO
1009
Tarbox Family Office
California
$56K +$521 +36 +0.9%
WA
1010
WealthTrust-Arizona
Arizona
$55K -$637 -44 -1%
UFA
1011
US Financial Advisors
Massachusetts
$53K +$23.8K +1,643 +76%
CGT
1012
Capital Guardian Trust
California
$52K -$1.58M -108,824 -97%
PMFA
1013
Plante Moran Financial Advisors
Michigan
$52K +$40.3K +2,785 +308%
BBPWM
1014
Blue Bell Private Wealth Management
Pennsylvania
$51K
AWM
1015
AllSquare Wealth Management
New York
$51K +$43 +3 +0.1%
FMT
1016
First Mercantile Trust
Tennessee
$50K -$77.9K -5,380 -60%
DBT
1017
Dubuque Bank & Trust
Iowa
$50K +$7.24K +500 +16%
SFG
1018
Sage Financial Group
Pennsylvania
$49K
MFW
1019
Mosaic Family Wealth
Missouri
$49K +$51.2K +3,533 New
MWM
1020
MinichMacGregor Wealth Management
New York
$48K +$46.7K +3,225 New
AIS
1021
Accurate Investment Solutions
Pennsylvania
$48K +$49.4K +3,414 New
ZB
1022
Zions Bancorporation
Utah
$47K +$10.4K +716 +21%
CHP
1023
Cable Hill Partners
Oregon
$46K -$21.4K -1,481 -32%
BAM
1024
Bruderman Asset Management
New York
$46K -$14.2K -979 -23%
PSC
1025
Prentiss Smith & Co
Vermont
$46K