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Name Holding Trade Value Shares
Change
Change in
Stake
QT
101
Quantamental Technologies
New York
$14K +$14.7K +1,000 New
CTC
102
Central Trust Company
Missouri
$11K
LWA
103
Lenox Wealth Advisors
New York
$10K
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$10K
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$10K +$10.5K +710 New
AIA
106
Alera Investment Advisors
Illinois
$9K -$3.98K -270 -31%
FMII
107
Farmers & Merchants Investments Inc
Nebraska
$9K -$1.99K -135 -17%
PB
108
Pinnacle Bancorp
Nebraska
$8K
SMFS
109
Squar Milner Financial Services
California
$8K +$8.55K +580 New
FPFS
110
First Personal Financial Services
North Carolina
$7K
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$7K
BCA
112
Berman Capital Advisors
Georgia
$7K +$1.62K +110 +25%
TC
113
Truvestments Capital
Florida
$7K +$7K +475 New
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$6K -$1.55K -105 -23%
FRA
115
Front Row Advisors
California
$5K -$1.48K -100 -24%
LFA
116
Legacy Financial Advisors
Kentucky
$5K
FCA
117
FinTrust Capital Advisors
South Carolina
$3K -$737 -50 -22%
AC
118
Avestar Capital
New York
$3K
RFA
119
Reilly Financial Advisors
California
$3K
WT
120
Whittier Trust
California
$3K
RCAG
121
Rehmann Capital Advisory Group
Michigan
$2.44K
OAM
122
Oppenheimer Asset Management
New York
$2K -$166K -11,285 -99%
LWM
123
Lenox Wealth Management
Ohio
$2K -$1.48K -100 -38%
RIA
124
Realta Investment Advisors
Delaware
$2K +$2.06K +140 New
SWM
125
SeaCrest Wealth Management
New York
$1K