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Name Holding Trade Value Shares
Change
Change in
Stake
HF
501
Hoxton Financial
West Virginia
$16K +$5K +395 +48%
TCOV
502
Trust Company of Vermont
Vermont
$15K – – –
RA
503
Rational Advisors
New York
$14K -$861 -68 -6%
BOK
504
Bank of Kentucky
Kentucky
$14K – – –
KTC
505
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$13K +$5.97K +472 +95%
WF
507
WealthTrust Fairport
Ohio
$12K -$2.21K -175 -17%
WA
508
WealthTrust-Arizona
Arizona
$10K -$177 -14 -2%
KFP
509
Keystone Financial Planning
Ohio
$10K +$9.05K +715 New
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$1.15K +91 +15%
WEC
511
Winslow Evans & Crocker
Massachusetts
$9K +$7.97K +630 New
ATC
512
Adirondack Trust Company
New York
$7K – – –
WA
513
WFG Advisors
Texas
$6K -$2.4K -190 -30%
WT
514
Whittier Trust
California
$6K – – –
PMFA
515
Plante Moran Financial Advisors
Michigan
$4K – – –
MFBTD
516
MB Financial Bank - Trust Department
Illinois
$4K +$3.99K +315 New
CAW
517
Cornerstone Advisors (Washington)
Washington
$3K – – –
LWA
518
Lenox Wealth Advisors
New York
$3K – – –
TF
519
Tompkins Financial
New York
$3K – – –
CAL
520
Capital Analysts LLC
Pennsylvania
$2.68K – – –
NES
521
New England Securities
New York
$2K – – –
PAS
522
Partnervest Advisory Services
California
$2K – – –
OC
523
Oakworth Capital
Alabama
$2K +$1.9K +150 New
FBT
524
Founders Bank & Trust
Michigan
$1K – – –
SMA
525
Simply Money Advisors
Ohio
$1K – – –