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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
1301
Legacy Private Trust
Wisconsin
$736K -$97K -667 -12%
NL
1302
NWAM LLC
Washington
$736K +$133K +918 +22%
SFI
1303
SPC Financial Inc
Maryland
$736K +$221K +1,517 +43%
MMG
1304
Monetary Management Group
Missouri
$730K +$45.7K +314 +7%
KA
1305
Kovack Advisors
Florida
$729K -$188K -1,290 -21%
IWM
1306
IHT Wealth Management
Illinois
$728K +$365K +2,510 +117%
MPWT
1307
MassMutual Private Wealth & Trust
Connecticut
$728K -$8.29K -57 -1%
CWS
1308
Cypress Wealth Services
California
$726K +$720K +4,948 New
GVT
1309
Genesee Valley Trust
New York
$725K
PMFA
1310
Plante Moran Financial Advisors
Michigan
$724K -$60.9K -419 -8%
TWM
1311
Titus Wealth Management
California
$722K +$716K +4,925 New
CC
1312
Cornerstone Capital
California
$721K +$395K +2,719 +124%
LCM
1313
Liberty Capital Management
Michigan
$709K -$135K -931 -17%
CHA
1314
Carmichael Hill & Associates
Maryland
$709K +$703K +4,836 New
FCCM
1315
First City Capital Management
Georgia
$708K -$53.2K -366 -7%
PK
1316
Pflug Koory
Nebraska
$706K
AIA
1317
Armor Investment Advisors
North Carolina
$705K
VCM
1318
Virtue Capital Management
Tennessee
$705K +$699K +4,808 New
REMPR
1319
Roof Eidam Maycock Peralta (REMP)
California
$704K -$15.1K -104 -2%
CCMG
1320
Clark Capital Management Group
Pennsylvania
$704K +$310K +2,133 +80%
AWM
1321
Aries Wealth Management
Maine
$702K +$657K +4,520 New
MC
1322
Middleton & Co
Massachusetts
$700K -$117K -807 -14%
BW
1323
Bison Wealth
Georgia
$699K +$124K +852 +22%
BWM
1324
Baystate Wealth Management
Massachusetts
$698K -$71.7K -493 -10%
HIC
1325
Harvey Investment Company
Kentucky
$698K