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Name Holding Trade Value Shares
Change
Change in
Stake
PSC
876
Prentiss Smith & Co
Vermont
$24K
SAM
877
Shamrock Asset Management
Texas
$24K
CA
878
CapWealth Advisors
Tennessee
$23K
TC
879
Trust Company
Kansas
$23K +$6.61K +445 +35%
GWA
880
Genesis Wealth Advisors
Massachusetts
$22.1K +$8.87K +597 +58%
VIA
881
Vantage Investment Advisors
Pennsylvania
$21K -$12.6K -846 -35%
TFO
882
Tarbox Family Office
California
$21K -$1.01K -68 -4%
FAM
883
Formidable Asset Management
Ohio
$20K
BCM
884
Brookstone Capital Management
Illinois
$19K +$20.5K +1,378 New
FNYS
885
First New York Securities
New York
$18K +$19.6K +1,321 New
UFA
886
US Financial Advisors
Massachusetts
$18K -$27.6K -1,859 -58%
FMP
887
Financial Management Professionals
Texas
$18K
WP
888
WealthPLAN Partners
Nebraska
$18K +$13.5K +910 +219%
PFSC
889
Peoples Financial Services Corp
Pennsylvania
$17K
EDRS
890
Edmond de Rothschild (Suisse)
Switzerland
$17K +$19K +1,277 New
FWM
891
Focused Wealth Management
New York
$16K
CAW
892
Cornerstone Advisors (Washington)
Washington
$16K +$2.21K +149 +15%
SC
893
Saturna Capital
Washington
$15K
FI
894
FCM Investments
Texas
$14K
S
895
SignatureFD
Georgia
$12K -$2.52K -170 -17%
RA
896
Rational Advisors
New York
$12K
RBC
897
Roble Belko & Company
Pennsylvania
$12K
TJHA
898
Thomas J. Herzfeld Advisors
Florida
$12K
AssetMark Inc
899
AssetMark Inc
California
$12K +$13.3K +896 New
WA
900
Waverly Advisors
Alabama
$11K +$11.4K +771 New