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Name Holding Trade Value Shares
Change
Change in
Stake
AS
1001
Altshuler Shaham
Israel
$16K -$2.71K -10 -13%
AF
1002
Allworth Financial
California
$15K -$5.42K -20 -24%
VCP
1003
Verus Capital Partners
Arizona
$14K
BWM
1004
Baystate Wealth Management
Massachusetts
$14K +$271 +1 +2%
PCIA
1005
Prime Capital Investment Advisors
Kansas
$14K +$1.63K +6 +11%
TSW
1006
Thompson Siegel & Walmsley
Virginia
$13K
PFGIA
1007
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$2.71K +10 +21%
PRC
1008
Pearl River Capital
Michigan
$12K -$570K -2,104 -98%
CIAS
1009
CBIZ Investment Advisory Services
Ohio
$12K
PMFA
1010
Plante Moran Financial Advisors
Michigan
$12K +$8.12K +30 +150%
AT
1011
Arden Trust
Delaware
$12K +$13.5K +50 New
MIFH
1012
Migdal Insurance & Financial Holdings
Israel
$11K -$300K -1,107 -96%
IRC
1013
Investors Research Corp
Georgia
$11K
SC
1014
Solstein Capital
California
$11K +$2.17K +8 +20%
CAN
1015
Claraphi Advisory Network
United States
$11K +$12.2K +45 New
BCM
1016
Bourgeon Capital Management
Connecticut
$10K
H
1017
Hexavest
Quebec, Canada
$10K
LSA
1018
Lion Street Advisors
Texas
$10K +$12.2K +45 New
CQS
1019
Credential Qtrade Securities
$8.74K
JSC
1020
Jackson Square Capital
California
$8K
TJHA
1021
Thomas J. Herzfeld Advisors
Florida
$8K +$2.17K +8 +32%
HWM
1022
HighMark Wealth Management
Minnesota
$7K -$4.06K -15 -33%
RCC
1023
Red Cedar Capital
Nebraska
$7K
EWM
1024
EPG Wealth Management
Georgia
$7K +$1.08K +4 +14%
FFC
1025
First Financial Corp
Indiana
$6K