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Name Holding Trade Value Shares
Change
Change in
Stake
BTNA
651
Bremer Trust National Association
Minnesota
$31K +$38K +284 New
AF
652
Advisornet Financial
Minnesota
$29K -$20.5K -153 -37%
TFS
653
TrustCore Financial Services
Tennessee
$29K – – –
EWA
654
Evolution Wealth Advisors
Florida
$29K +$35.9K +268 New
SIAS
655
Shine Investment Advisory Services
Colorado
$27K -$48K -358 -59%
KTC
656
Kistler-Tiffany Companies
Pennsylvania
$27K – – –
ZB
657
Zions Bancorporation
Utah
$26K -$2.28K -17 -7%
GWS
658
Glassman Wealth Services
Virginia
$26K -$1.07K -8 -3%
JWA
659
JFS Wealth Advisors
Pennsylvania
$26K +$31.7K +237 New
SIAP
660
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K – – –
KL
661
KWMG LLC
Kansas
$25K +$5.63K +42 +22%
MWM
662
Mascoma Wealth Management
New Hampshire
$24K – – –
FMT
663
First Mercantile Trust
Tennessee
$24K +$10.9K +81 +58%
FMII
664
Farmers & Merchants Investments Inc
Nebraska
$22K – – –
JA
665
JOYN Advisors
Georgia
$22K +$17K +127 +161%
PCP
666
Proficio Capital Partners
Massachusetts
$22K +$24K +179 +814%
SFA
667
Semmax Financial Advisors
North Carolina
$20K +$25.1K +187 New
FAM
668
Fred Alger Management
New York
$19K – – –
PCA
669
Peddock Capital Advisors
Massachusetts
$19K – – –
FRA
670
Front Row Advisors
California
$18K -$1.21K -9 -5%
MCA
671
Mercer Capital Advisers
New Jersey
$18K – – –
CFA
672
Clarfeld Financial Advisors
New York
$18K +$22.6K +169 New
Rockefeller Capital Management
673
Rockefeller Capital Management
New York
$17K – – –
CIA
674
CSat Investment Advisory
Michigan
$17K +$9.51K +71 +85%
CFG
675
Citizens Financial Group
Rhode Island
$17K +$20.8K +155 New