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Name Holding Trade Value Shares
Change
Change in
Stake
BL
1751
Balentine LLC
Georgia
$40K -$8.81K -287 -19%
HWP
1752
Hefty Wealth Partners
Indiana
$39K
TWMP
1753
Taylor Wealth Management Partners
Massachusetts
$38K
TSU
1754
TD Securities (USA)
New York
$35K +$215 +7 +0.7%
SHJ
1755
Sharkey, Howes & Javer
Colorado
$34K
EDRE
1756
Edmond de Rothschild (Europe)
Luxembourg
$32K -$49.7K -1,620 -62%
VCM
1757
Vigilant Capital Management
Maine
$29K -$25.2K -822 -47%
PCC
1758
Park Circle Company
Maryland
$29K
TJHA
1759
Thomas J. Herzfeld Advisors
Florida
$29K +$27.5K +896 New
CGH
1760
Cleary Gull Holdings
Wisconsin
$27K
MFT
1761
Moisand Fitzgerald Tamayo
Florida
$27K
PVH
1762
Psagot Value Holdings
Israel
$26K
RWM
1763
Raffa Wealth Management
District of Columbia
$25.3K
FPTW
1764
Franklin, Parlapiano, Turner & Welch
Texas
$25K
HCM
1765
Horrell Capital Management
Arkansas
$25K
IR
1766
Invictus RG
Bermuda
$22K +$20.8K +678 New
KPCM
1767
Kings Point Capital Management
New York
$21K -$6.93K -226 -26%
HIIFS
1768
Harel Insurance Investments & Financial Services
Israel
$21K +$19.7K +642 New
MDCM
1769
Morgan Dempsey Capital Management
Wisconsin
$20K +$6.14K +200 +49%
LWA
1770
Lenox Wealth Advisors
New York
$19K -$2.76K -90 -13%
UFA
1771
US Financial Advisors
Massachusetts
$17K +$153 +5 +0.9%
IF
1772
Ironwood Financial
Arizona
$16K +$15.3K +500 New
WAS
1773
Winch Advisory Services
Wisconsin
$13K -$380K -12,374 -97%
SAM
1774
Shamrock Asset Management
Texas
$13K
SC
1775
Skylands Capital
Wisconsin
$13K