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Name Holding Trade Value Shares
Change
Change in
Stake
WA
926
WealthTrust-Arizona
Arizona
$62K +$251 +15 +0.4%
KPCM
927
Kings Point Capital Management
New York
$62K +$57.3K +3,422 New
HRIA
928
Haberer Registered Investment Advisor
Ohio
$60K – – –
RFA
929
Reilly Financial Advisors
California
$57K -$7.78K -464 -13%
FBT
930
Founders Bank & Trust
Michigan
$56K -$14.8K -881 -23%
SNT
931
Security National Trust
West Virginia
$56K +$7.09K +423 +16%
FAM
932
Formidable Asset Management
Ohio
$52K – – –
GGPS
933
Gary Goldberg Planning Services
New York
$51K – – –
FCCM
934
First City Capital Management
Georgia
$49.8K – – –
CFA
935
Carroll Financial Associates
North Carolina
$49K -$57.3K -3,419 -54%
BCM
936
Blume Capital Management
California
$48K – – –
LFR
937
Lehman Financial Resources
Pennsylvania
$48K – – –
GI
938
Gradient Investments
Minnesota
$47K – – –
CWM
939
Cranbrook Wealth Management
Michigan
$46K – – –
RAM
940
Riggs Asset Management
Pennsylvania
$46K +$117 +7 +0.3%
FAM
941
Fred Alger Management
New York
$46K +$2.26K +135 +6%
FANJ
942
Financial Architects (New Jersey)
New Jersey
$46K +$20.8K +1,242 +96%
UFA
943
US Financial Advisors
Massachusetts
$46K +$42.2K +2,519 New
CHP
944
Cable Hill Partners
Oregon
$42K +$38.6K +2,301 New
VNA
945
Valley National Advisers
Pennsylvania
$42K +$55.2K +3,294 New
CBT
946
Central Bank & Trust
Kentucky
$41K – – –
ST
947
Somerset Trust
Pennsylvania
$40K – – –
WEC
948
Winslow Evans & Crocker
Massachusetts
$38.3K – – –
CGT
949
Capital Guardian Trust
California
$37K – – –
SAM
950
Shamrock Asset Management
Texas
$33K -$18.9K -1,127 -39%