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Name Holding Trade Value Shares
Change
Change in
Stake
KT
1026
Kanaly Trust
Texas
$17K – – –
PG
1027
Patten Group
Tennessee
$16.2K – – –
RFA
1028
Reilly Financial Advisors
California
$16K – – –
SCA
1029
Stuart Chaussee & Associates
California
$15K – – –
PCP
1030
Proficio Capital Partners
Massachusetts
$14K +$4.58K +28 +53%
AWMS
1031
Advocacy Wealth Management Services
Georgia
$14K +$13.6K +83 New
AIS
1032
Accurate Investment Solutions
Pennsylvania
$12K -$2.46K -15 -18%
BAM
1033
Bruderman Asset Management
New York
$12K +$11.6K +71 New
APSP
1034
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
VCM
1035
Vigilant Capital Management
Maine
$9K – – –
CAL
1036
Capital Analysts LLC
Pennsylvania
$8.73K +$8.19K +50 New
FMP
1037
Financial Management Professionals
Texas
$6K – – –
ADL
1038
Asset Dedication LLC
California
$5K – – –
WA
1039
Winfield Associates
Ohio
$5K – – –
PFO
1040
Pathstone Family Office
New Jersey
$4K -$2.95K -18 -45%
PRS
1041
Pinkerton Retirement Specialists
Idaho
$4K -$327 -2 -8%
HCM
1042
Herndon Capital Management
Georgia
$4K – – –
LYV
1043
Live Your Vision
Pennsylvania
$4K +$4.09K +25 New
RWM
1044
Raffa Wealth Management
District of Columbia
$3.84K +$2.46K +15 +214%
EWM
1045
Endurance Wealth Management
Rhode Island
$3K – – –
MA
1046
MCF Advisors
Kentucky
$3K – – –
DSN
1047
D. Scott Neal
Kentucky
$3K +$2.62K +16 New
NYLT
1048
New York Life Trust
New York
$2K -$74.7K -456 -97%
CWM
1049
Catamount Wealth Management
Connecticut
$2K – – –
RI
1050
Redwood Investments
Massachusetts
$2K – – –