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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
651
Mark Sheptoff Financial Planning
Connecticut
$20K
FPS
652
Fieldpoint Private Securities
Connecticut
$19K +$20.3K +969 New
PFBT
653
Parkside Financial Bank & Trust
Missouri
$17K +$692 +33 +4%
BWM
654
Baystate Wealth Management
Massachusetts
$17K +$17.5K +837 New
MFW
655
Mosaic Family Wealth
Missouri
$16K -$18.8K -898 -52%
NSIM
656
North Star Investment Management
Illinois
$16K
TIM
657
Tortoise Investment Management
New York
$16K
HFP
658
Holistic Financial Partners
Indiana
$16K +$252 +12 +2%
SCM
659
Silvant Capital Management
Georgia
$16K +$17.7K +843 New
SWP
660
Strategic Wealth Partners
Ohio
$15K -$10.6K -504 -40%
CAPTRUST Financial Advisors
661
CAPTRUST Financial Advisors
North Carolina
$14K -$1.8K -86 -11%
CHP
662
Cable Hill Partners
Oregon
$12K -$43.4K -2,069 -77%
OFW
663
Omnia Family Wealth
Florida
$12K -$8.13K -388 -38%
GTAM
664
Global Trust Asset Management
Florida
$12K
WAP
665
Wealthcare Advisory Partners
Pennsylvania
$12K +$63 +3 +0.5%
JFGIW
666
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K +$1.07K +51 +9%
LWA
667
Lenox Wealth Advisors
New York
$12K +$9.91K +473 +320%
SSA
668
South Street Advisors
New York
$11.8K -$166K -7,900 -1%
WPA
669
West Paces Advisors
Georgia
$11.7K
WOC
670
West Oak Capital
California
$11.7K +$12.6K +600 New
ATC
671
Adirondack Trust Company
New York
$11K
PCTC
672
Perkins Coie Trust Company
Washington
$11K
FMA
673
FNY Managed Accounts
New York
$10K -$1.43K -68 -11%
PRS
674
Pinkerton Retirement Specialists
Idaho
$10K
PWAG
675
Polaris Wealth Advisory Group
California
$10K +$10.5K +500 New