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Name Holding Trade Value Shares
Change
Change in
Stake
PH
701
Pinnacle Holdings
Oklahoma
$45.3K -$344K -31,105 -87%
WOC
702
West Oak Capital
California
$43K – – –
WCM
703
Windsor Capital Management
Arizona
$43K +$13.4K +1,213 +37%
OFS
704
Orrstown Financial Services
Pennsylvania
$42K – – –
AC
705
Alexandria Capital
Virginia
$41K – – –
MP
706
Manifold Partners
California
$38K -$66.9K -6,055 -60%
Jones Financial Companies
707
Jones Financial Companies
Missouri
$38K +$9.83K +890 +29%
Carson Wealth (CWM LLC)
708
Carson Wealth (CWM LLC)
Nebraska
$38K +$44.1K +3,990 New
FBT
709
Founders Bank & Trust
Michigan
$37K – – –
SFSIG
710
San Francisco Sentry Investment Group
California
$36K -$7.25K -656 -15%
JFGIW
711
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K +$38.3K +3,464 +1,968%
FMP
712
Financial Management Professionals
Texas
$34K – – –
IWC
713
Integrated Wealth Counsel
California
$33.6K – – –
CFA
714
Camarda Financial Advisors
Florida
$33K – – –
OIA
715
Optimum Investment Advisors
Illinois
$33K +$37.8K +3,424 New
CFA
716
Carroll Financial Associates
North Carolina
$32K – – –
WA
717
WealthTrust-Arizona
Arizona
$32K +$188 +17 +0.5%
GGPS
718
Gary Goldberg Planning Services
New York
$31K – – –
AFC
719
AFT Forsyth & Company
Florida
$31K +$36.5K +3,303 New
HI
720
Hudock Inc
Pennsylvania
$29K +$177 +16 +0.5%
EFSCE
721
Enterprise Financial Services Corp (EFSC)
Missouri
$28K -$9.73K -881 -23%
ST
722
SpiderRock Trading
Illinois
$28K – – –
FAM
723
Formidable Asset Management
Ohio
$28K +$31.8K +2,880 New
FAM
724
Fred Alger Management
New York
$27K +$8.27K +749 +36%
LFR
725
Lehman Financial Resources
Pennsylvania
$25K – – –