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Name Holding Trade Value Shares
Change
Change in
Stake
FMT
901
First Mercantile Trust
Tennessee
$136K -$80K -291 -36%
LB
902
Legacy Bridge
Iowa
$134K
NCM
903
Next Capital Management
New York
$133K -$80.9K -294 -37%
HR
904
Howe & Rusling
New York
$133K
CB
905
CNB Bank
Pennsylvania
$133K +$106K +384 +328%
LWM
906
Liberty Wealth Management
California
$132K +$138K +500 New
TL
907
TrueWealth LLC
Georgia
$131K
CFA
908
Carroll Financial Associates
North Carolina
$130K
JFGIW
909
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K +$132K +479 New
OIA
910
Optimum Investment Advisors
Illinois
$121K -$5.23K -19 -4%
AssetMark Inc
911
AssetMark Inc
California
$120K +$1.65K +6 +1%
VCM
912
Vigilant Capital Management
Maine
$112K -$56.4K -205 -33%
AA
913
Advisory Alpha
Michigan
$112K +$116K +423 New
FPFS
914
First Personal Financial Services
North Carolina
$110K -$519K -1,885 -82%
NL
915
NVWM LLC
Pennsylvania
$106K
PFBT
916
Parkside Financial Bank & Trust
Missouri
$104K
ADL
917
Asset Dedication LLC
California
$102K
CAPTRUST Financial Advisors
918
CAPTRUST Financial Advisors
North Carolina
$99K +$1.1K +4 +1%
CBT
919
Capital Bank & Trust
California
$95K +$3.03K +11 +3%
AIM
920
Anchor Investment Management
South Carolina
$93.1K +$13.8K +50 +17%
SNT
921
Security National Trust
West Virginia
$93K
BCA
922
Berman Capital Advisors
Georgia
$91K
BWM
923
BerganKDV Wealth Management
Minnesota
$89K
BSPF
924
British Steel Pension Fund
United Kingdom
$88K -$64.1K -233 -41%
QAM
925
QCI Asset Management
New York
$85K