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Name Holding Trade Value Shares
Change
Change in
Stake
PO
1001
Private Ocean
California
$49K +$3.16K +280 +7%
BC
1002
Barnett & Company
Tennessee
$48K
LWA
1003
Lowe Wealth Advisors
Maryland
$48K
WAS
1004
Winch Advisory Services
Wisconsin
$48K +$20.9K +1,853 +75%
ACA
1005
Atlas Capital Advisors
Wyoming
$46.4K +$47.2K +4,186 New
WTC
1006
WhitTier Trust Company
Nevada
$46K -$46.6K -4,132 -50%
FMII
1007
Farmers & Merchants Investments Inc
Nebraska
$46K +$451 +40 +1%
WA
1008
WealthTrust-Arizona
Arizona
$46K +$2.92K +259 +7%
CFN
1009
Cordasco Financial Network
Florida
$45K +$11.6K +1,032 +34%
Credit Agricole
1010
Credit Agricole
France
$44K
FQ
1011
First Quadrant
California
$44K
MIFH
1012
Migdal Insurance & Financial Holdings
Israel
$43K +$1.35K +120 +3%
SWA
1013
Sutton Wealth Advisors
Florida
$42.9K
KA
1014
Kaizen Advisory
Illinois
$42K
TFO
1015
Tarbox Family Office
California
$42K +$609 +54 +1%
RWM
1016
Raffa Wealth Management
District of Columbia
$42K +$3.25K +288 +8%
VIA
1017
Vantage Investment Advisors
Pennsylvania
$41K -$3.49K -309 -8%
MGIA
1018
Moneta Group Investment Advisors
Missouri
$41K +$1.84K +163 +4%
DWM
1019
Destination Wealth Management
California
$41K +$41.5K +3,676 New
AWM
1020
AllSquare Wealth Management
New York
$40K +$102 +9 +0.2%
AIS
1021
Accurate Investment Solutions
Pennsylvania
$40K +$722 +64 +2%
GWS
1022
Glassman Wealth Services
Virginia
$40K +$2.44K +216 +6%
SFG
1023
Sage Financial Group
Pennsylvania
$39K
NWM
1024
Northwest Wealth Management
Iowa
$38K +$39.4K +3,497 New
CFD
1025
Creative Financial Designs
Indiana
$37K -$83.6K -7,412 -69%