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Name Holding Trade Value Shares
Change
Change in
Stake
WC
1376
Whitnell & Co
Illinois
$6K +$6.32K +25 New
BWM
1377
Baystate Wealth Management
Massachusetts
$5K -$12.1K -48 -71%
PCIA
1378
Prime Capital Investment Advisors
Kansas
$5K – – –
SA
1379
SRH Advisors
Kansas
$5K – – –
NWM
1380
Northwest Wealth Management
Iowa
$5K +$4.8K +19 New
WAS
1381
Winch Advisory Services
Wisconsin
$5K +$5.06K +20 New
PW
1382
Price Wealth
Texas
$4K -$4.55K -18 -50%
DSN
1383
D. Scott Neal
Kentucky
$4K – – –
EWM
1384
Endurance Wealth Management
Rhode Island
$4K – – –
AC
1385
Avestar Capital
New York
$4K +$1.26K +5 +71%
IFAM
1386
Institutional & Family Asset Management
Colorado
$4K +$4.55K +18 New
WOC
1387
West Oak Capital
California
$3.36K – – –
WAM
1388
Watermark Asset Management
California
$3K – – –
MSTVIM
1389
Messner & Smith Theme Value Investment Management
California
$3K +$3.03K +12 New
MF
1390
MHI Funds
New York
$3K +$3.29K +13 New
PVH
1391
Psagot Value Holdings
Israel
$2K -$14.2K -56 -88%
HWM
1392
Holloway Wealth Management
Florida
$2K – – –
NSB
1393
Norway Savings Bank
Maine
$2K – – –
SLF
1394
Sun Life Financial
Ontario, Canada
$1.13K -$68.8K -272 -50%
TL
1395
TrueWealth LLC
Georgia
$1K -$1.52K -6 -55%
AWA
1396
Acorn Wealth Advisors
Michigan
$1K – – –
IP
1397
Intellectus Partners
California
$1K – – –
MIM
1398
Macroview Investment Management
Maryland
$1K – – –
PCFFS
1399
Pacific Center for Financial Services
California
$1K – – –
DWM
1400
Destination Wealth Management
California
$1K +$75.8K +300 New