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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
701
Patriot Financial Group Insurance Agency
Massachusetts
$69K +$99 +4 +0.1%
IFAM
702
Institutional & Family Asset Management
Colorado
$68K -$12.3K -494 -14%
WTC
703
WhitTier Trust Company
Nevada
$68K – – –
MWC
704
MBM Wealth Consultants
Missouri
$68K +$23K +925 +44%
GKIM
705
GW&K Investment Management
Massachusetts
$68K +$75.2K +3,026 New
MMG
706
Monetary Management Group
Missouri
$67K – – –
SIAP
707
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$67K – – –
WT
708
Washington Trust
Rhode Island
$67K – – –
CT
709
Caldwell Trust
Florida
$65.8K +$73.1K +2,939 New
FCA
710
FinTrust Capital Advisors
South Carolina
$63K +$47.1K +1,894 +210%
CTC
711
Central Trust Company
Missouri
$62K +$27.4K +1,100 +65%
Koshinski Asset Management
712
Koshinski Asset Management
Illinois
$59.1K +$10.7K +430 +19%
GFPC
713
Global Financial Private Client
Florida
$57.4K – – –
NWM
714
Nauset Wealth Management
Connecticut
$57K +$63.2K +2,540 New
RWM
715
Raffa Wealth Management
District of Columbia
$48.8K – – –
WB
716
Webster Bank
Connecticut
$48K – – –
SQA
717
Simon Quick Advisors
New Jersey
$47K – – –
PFBT
718
Parkside Financial Bank & Trust
Missouri
$47K +$12.4K +500 +32%
ACM
719
AUA Capital Management
Pennsylvania
$44K – – –
AWM
720
Avior Wealth Management
Nebraska
$44K – – –
HR
721
Howe & Rusling
New York
$42K +$448 +18 +1%
TPCW
722
TD Private Client Wealth
New York
$41.1K +$821 +33 +2%
CG
723
Cutler Group
California
$41K +$13.7K +552 +42%
GWS
724
Glassman Wealth Services
Virginia
$40K +$75 +3 +0.2%
CC
725
Commons Capital
Massachusetts
$40K +$274 +11 +0.6%