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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
201
Panagora Asset Management
Massachusetts
$10K
TI
202
Truehand Inc
New Hampshire
$9K
PFGIA
203
Patriot Financial Group Insurance Agency
Massachusetts
$8K
CAAS
204
Capital Asset Advisory Services
Michigan
$8K +$7.52K +450 New
IFAM
205
Institutional & Family Asset Management
Colorado
$7K
MCM
206
Manchester Capital Management
Vermont
$7K
PA
207
Parallel Advisors
California
$7K +$5.25K +314 +506%
SWA
208
Sutton Wealth Advisors
Florida
$6.78K -$84 -5 -1%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$6K
S
210
SignatureFD
Georgia
$6K +$552 +33 +11%
SFS
211
Sowell Financial Services
Arkansas
$6K +$3.03K +181 +124%
GTAM
212
Global Trust Asset Management
Florida
$6K +$5.15K +308 New
FPS
213
Fieldpoint Private Securities
Connecticut
$6K +$5.52K +330 New
PFBT
214
Parkside Financial Bank & Trust
Missouri
$5K +$3.26K +195 +382%
GAM
215
Gemmer Asset Management
California
$4K -$585 -35 -13%
TWA
216
TCI Wealth Advisors
Arizona
$4K
PWPS
217
Pinnacle Wealth Planning Services
Ohio
$4K +$3.19K +191 New
EA
218
Elm Advisors
California
$4K +$3.71K +222 New
ARMC
219
American Research & Management Company
Massachusetts
$3K
VCM
220
Versant Capital Management
Arizona
$3K +$669 +40 +31%
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$3K +$1.54K +92 +114%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$3K +$1.59K +95 +106%
APA
223
American Portfolios Advisors
New York
$2.86K
EFSCE
224
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
NFG
225
Next Financial Group
Texas
$2K