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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1001
West Oak Capital
California
$37K +$11.2K +1,132 +46%
CFG
1002
Citizens Financial Group
Rhode Island
$37K +$13.8K +1,400 +64%
RWG
1003
Regal Wealth Group
California
$36K -$11.8K -1,198 -25%
FPB
1004
First PREMIER Bank
South Dakota
$36K
AIS
1005
Accurate Investment Solutions
Pennsylvania
$36K +$345 +35 +1%
CFN
1006
Cordasco Financial Network
Florida
$33K
HS
1007
Horan Securities
United States
$33K +$414 +42 +1%
MWM
1008
Mascoma Wealth Management
New Hampshire
$32K
PFBT
1009
Parkside Financial Bank & Trust
Missouri
$32K +$5.43K +551 +21%
WWM
1010
Willingdon Wealth Management
North Carolina
$31K -$986 -100 -3%
FA
1011
Fortis Advisors
Pennsylvania
$30K +$434 +44 +2%
JPLA
1012
Joseph P. Lucia & Associates
New York
$29K -$77.4K -7,857 -73%
PFO
1013
Pathstone Family Office
New Jersey
$27K -$9.86K -1,000 -28%
SFG
1014
SevenBridge Financial Group
Pennsylvania
$27K +$3.94K +400 +18%
TSW
1015
Thompson Siegel & Walmsley
Virginia
$26K -$45.6K -4,625 -65%
DOA
1016
D'Orazio & Associates
Virginia
$26K -$1.29K -131 -5%
LWM
1017
Lenox Wealth Management
Ohio
$25K -$30 -3 -0.1%
WCG
1018
Weaver Consulting Group
California
$25K
First Manhattan
1019
First Manhattan
New York
$24K
BWM
1020
BerganKDV Wealth Management
Minnesota
$23K -$32.3K -3,274 -60%
HFM
1021
Hartford Financial Management
Connecticut
$23K
TCM
1022
Tradewinds Capital Management
Washington
$23K +$89 +9 +0.4%
SMFS
1023
Squar Milner Financial Services
California
$23K +$17K +1,721 +313%
SWA
1024
Sutton Wealth Advisors
Florida
$22.5K -$2.03K -206 -9%
GT
1025
Glenmede Trust
Pennsylvania
$22.3K +$21.1M +2,145,524 +6,084%