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Name Holding Trade Value Shares
Change
Change in
Stake
RA
901
Rational Advisors
New York
$12K – – –
RBC
902
Roble Belko & Company
Pennsylvania
$12K – – –
TJHA
903
Thomas J. Herzfeld Advisors
Florida
$12K – – –
AssetMark Inc
904
AssetMark Inc
California
$12K +$13.3K +896 New
WA
905
Waverly Advisors
Alabama
$11K +$11.4K +771 New
AWM
906
AllSquare Wealth Management
New York
$9K – – –
BAM
907
Barrett Asset Management
New York
$9K – – –
KCPG
908
Kavar Capital Partners Group
Kansas
$9K +$9.82K +661 New
NCM
909
Nelson Capital Management
California
$8K – – –
AA
910
Apriem Advisors
California
$8K +$74 +5 +0.9%
LWA
911
Lenox Wealth Advisors
New York
$8K +$1.22K +82 +17%
BRWM
912
B. Riley Wealth Management
Tennessee
$7K – – –
DAM
913
Delta Asset Management
Tennessee
$7K – – –
KTC
914
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
GWM
915
Gupta Wealth Management
California
$7K +$1.17K +79 +19%
CG
916
Colony Group
Massachusetts
$6K -$155K -10,415 -96%
AII
917
AGF Investments Inc
Ontario, Canada
$6K – – –
CTB
918
Country Trust Bank
Illinois
$6K – – –
CPA
919
Cowen Prime Advisors
New York
$6K – – –
JWA
920
JFS Wealth Advisors
Pennsylvania
$6K – – –
TF
921
Tompkins Financial
New York
$6K +$6.18K +416 New
ARMC
922
American Research & Management Company
Massachusetts
$6K +$6.53K +440 New
PRS
923
Pinkerton Retirement Specialists
Idaho
$6K +$6.58K +443 New
ZB
924
Zions Bancorporation
Utah
$5K -$107K -7,172 -96%
GWS
925
Glassman Wealth Services
Virginia
$5K – – –