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Name Holding Trade Value Shares
Change
Change in
Stake
HR
701
Howe & Rusling
New York
$116K -$588K -16,331 -84%
KT
702
Kanaly Trust
Texas
$115K -$4.89K -136 -4%
PFS
703
Physicians Financial Services
North Carolina
$112K +$108K +3,000 +7,500%
FANJ
704
Financial Architects (New Jersey)
New Jersey
$107K -$23.5K -654 -18%
AssetMark Inc
705
AssetMark Inc
California
$101K -$32.4K -900 -25%
SBL
706
Sargent Bickham Lagudis
Colorado
$99K – – –
IPC
707
Independent Portfolio Consultants
Florida
$95K -$9.72K -270 -9%
GXMC
708
Global X Management Company
New York
$95K +$64.6K +1,795 +226%
OSNBOA
709
Old Second National Bank of Aurora
Illinois
$91K – – –
LWM
710
Lenox Wealth Management
Ohio
$90K – – –
SAMC
711
Shinko Asset Management Company
Japan
$89K – – –
DAM
712
Delta Asset Management
Tennessee
$87K – – –
DADC
713
D.A. Davidson & Co
Montana
$82K – – –
AIM
714
Advantage Investment Management
Iowa
$79K +$15.8K +438 +26%
BBHC
715
Brown Brothers Harriman & Co
New York
$77K – – –
CWM
716
Cedar Wealth Management
California
$72K – – –
DBT
717
Dubuque Bank & Trust
Iowa
$68K +$52.9K +1,470 +391%
Cohen & Steers
718
Cohen & Steers
New York
$66K -$10.7M -296,436 -99%
FIB
719
First Interstate Bank
Montana
$66K – – –
TC
720
Trust Company
Kansas
$64K – – –
SWA
721
Sutton Wealth Advisors
Florida
$63K – – –
MSFP
722
Mark Sheptoff Financial Planning
Connecticut
$58K – – –
IWMPD
723
Integrated Wealth Management (Palm Desert)
California
$55K +$36 +1 +0.1%
RFWA
724
RPg Family Wealth Advisory
Massachusetts
$52.2K -$11.5K -319 -18%
RCM
725
Riverhead Capital Management
Delaware
$52K -$21.6M -599,654 -100%