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Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
501
Integrated Wealth Management (Palm Desert)
California
$13K
VNA
502
Valley National Advisers
Pennsylvania
$12K
TSW
503
Thompson Siegel & Walmsley
Virginia
$12K +$7.15K +201 +120%
ASN
504
Advisory Services Network
Georgia
$11K
ST
505
Smithfield Trust
Pennsylvania
$11K
GAM
506
Gemmer Asset Management
California
$10K
SNT
507
Security National Trust
West Virginia
$10K
JWA
508
JFS Wealth Advisors
Pennsylvania
$9K
ZB
509
Zions Bancorporation
Utah
$9K +$9.18K +258 New
TSU
510
TD Securities (USA)
New York
$8K -$6.2M -174,189 -100%
DA
511
Dunvegan Associates
California
$8K
BL
512
Balentine LLC
Georgia
$8K +$9.25K +260 New
WEC
513
Winslow Evans & Crocker
Massachusetts
$7.81K
TFA
514
Transamerica Financial Advisors
Florida
$7K
OFS
515
Orrstown Financial Services
Pennsylvania
$7K +$7.54K +212 New
FAM
516
Formidable Asset Management
Ohio
$7K +$8.9K +250 New
TFO
517
Tarbox Family Office
California
$6K
LWM
518
LBA Wealth Management
Florida
$5K -$48K -1,350 -90%
PG
519
Patten Group
Tennessee
$4.75K +$5.41K +152 New
CHP
520
Cable Hill Partners
Oregon
$4K -$10K -281 -70%
BCM
521
Brookstone Capital Management
Illinois
$4K
FMT
522
First Mercantile Trust
Tennessee
$4K
MAS
523
Madden Advisory Services
Florida
$4K
RA
524
Rational Advisors
New York
$4K
SIM
525
Sonora Investment Management
Arizona
$4K +$4.88K +137 New