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Name Holding Trade Value Shares
Change
Change in
Stake
FMB
851
Field & Main Bank
Kentucky
$15K
RFA
852
Reilly Financial Advisors
California
$15K +$15.1K +400 New
CB
853
Community Bank
New York
$14K
CFG
854
CKW Financial Group
Hawaii
$14K +$13.8K +366 New
BWM
855
Baystate Wealth Management
Massachusetts
$13K
PO
856
Private Ocean
California
$13K
CP
857
Castleview Partners
Texas
$13K +$12.8K +341 New
SWA
858
Sutton Wealth Advisors
Florida
$12.5K
CAL
859
Capital Analysts LLC
Pennsylvania
$12K -$32.5K -864 -73%
CWM
860
Cranbrook Wealth Management
Michigan
$12K
FF
861
FourThought Financial
Florida
$12K
AFS
862
Annapolis Financial Services
Maryland
$12K +$75 +2 +0.7%
HWM
863
Holloway Wealth Management
Florida
$11K
OIA
864
Optimum Investment Advisors
Illinois
$11K
PG
865
Proffitt & Goodson
Tennessee
$11K
AIG
866
American International Group
New York
$10.1K -$914K -24,285 -8%
COCM
867
Charter Oak Capital Management
New Hampshire
$10K
FMP
868
Financial Management Professionals
Texas
$10K
VCM
869
Versant Capital Management
Arizona
$10K +$1.96K +52 +25%
MCM
870
MV Capital Management
Maryland
$10K +$4.48K +119 +82%
EL
871
EMFO LLC
Florida
$10K +$9.41K +250 New
PCTC
872
Perkins Coie Trust Company
Washington
$10K +$9.41K +250 New
EW
873
Evoke Wealth
California
$9K -$7.04K -187 -44%
BA
874
Bellwether Advisors
Nebraska
$9K
KTC
875
Kistler-Tiffany Companies
Pennsylvania
$9K