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Name Holding Trade Value Shares
Change
Change in
Stake
SNT
801
Security National Trust
West Virginia
$14K – – –
DOA
802
D'Orazio & Associates
Virginia
$14K +$3.52K +102 +34%
FMB
803
Field & Main Bank
Kentucky
$14K +$13.8K +400 New
AAM
804
Advisors Asset Management
Colorado
$13.7K +$13K +375 +1,250%
CB
805
Community Bank
New York
$13K – – –
FRA
806
Front Row Advisors
California
$12K +$2.63K +76 +25%
BWM
807
Baystate Wealth Management
Massachusetts
$11K – – –
CWM
808
Cranbrook Wealth Management
Michigan
$11K – – –
LFG
809
Larson Financial Group
Missouri
$11K +$6.04K +175 +112%
GRP
810
Global Retirement Partners
California
$10K -$16K -464 -60%
EW
811
Evoke Wealth
California
$10K -$2.63K -76 -21%
FMP
812
Financial Management Professionals
Texas
$10K – – –
PG
813
Proffitt & Goodson
Tennessee
$10K – – –
TC
814
Trust Company
Kansas
$10K +$3.66K +106 +53%
TCOV
815
Trust Company of Vermont
Vermont
$9K – – –
HIM
816
Hillsdale Investment Management
Ontario, Canada
$9K +$9.67K +280 New
KTC
817
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
TFGT
818
TS Financial Group (TSFG)
Illinois
$8K – – –
MLFP
819
MPS Loria Financial Planners
Illinois
$7K – – –
NC
820
NewSquare Capital
Pennsylvania
$7K – – –
PCFFS
821
Pacific Center for Financial Services
California
$7K – – –
SFSIG
822
San Francisco Sentry Investment Group
California
$7K – – –
VCM
823
Versant Capital Management
Arizona
$7K – – –
ONST
824
Old North State Trust
North Carolina
$7K +$7.63K +221 New
SWA
825
Sutton Wealth Advisors
Florida
$6.92K – – –