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Name Holding Trade Value Shares
Change
Change in
Stake
LAS
501
Lloyd Advisory Services
Georgia
$29K
FPS
502
Fieldpoint Private Securities
Connecticut
$27K +$24.4K +255 New
PCG
503
Private Capital Group
Connecticut
$26K -$30.1K -314 -56%
CHC
504
City Holding Co
West Virginia
$26K -$24K -250 -50%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$26K
IF
506
Ironwood Financial
Arizona
$26K
VRM
507
Vectors Research Management
New York
$26K +$24K +250 New
GWS
508
Glassman Wealth Services
Virginia
$25K -$288 -3 -1%
M
509
MOTCO
Texas
$25K
ZB
510
Zions Bancorporation
Utah
$20K
RPWA
511
Regent Peak Wealth Advisors
Georgia
$20K +$17.9K +187 New
TFO
512
Tarbox Family Office
California
$19K -$3.74K -39 -18%
GRP
513
Global Retirement Partners
California
$19K +$2.01K +21 +14%
PFBT
514
Parkside Financial Bank & Trust
Missouri
$18K +$288 +3 +2%
GAM
515
Gemmer Asset Management
California
$17K
SBL
516
Sargent Bickham Lagudis
Colorado
$16K +$13K +136 +1,046%
MAM
517
Meeder Asset Management
Ohio
$15K -$671 -7 -5%
PA
518
Parallel Advisors
California
$15K -$479 -5 -3%
HI
519
Hudock Inc
Pennsylvania
$15K +$12.3K +128 +582%
FHC
520
First Horizon Corporation
Tennessee
$14K -$2.49K -26 -16%
PFGIA
521
Patriot Financial Group Insurance Agency
Massachusetts
$14K
WT
522
Whittier Trust
California
$13K
WTC
523
WhitTier Trust Company
Nevada
$13K
PWPS
524
Pinnacle Wealth Planning Services
Ohio
$13K +$12.1K +126 New
FCA
525
FinTrust Capital Advisors
South Carolina
$12K -$4.7K -49 -30%