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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
726
Holistic Financial Partners
Indiana
$18K +$2.79K +19 +17%
CHP
727
Cable Hill Partners
Oregon
$17K
KA
728
Kaizen Advisory
Illinois
$16K
OSNBOA
729
Old Second National Bank of Aurora
Illinois
$16K
PRS
730
Pinkerton Retirement Specialists
Idaho
$16K
THWM
731
Taylor Hoffman Wealth Management
Virginia
$16K
MOS
732
MGO One Seven
Ohio
$15K
RBC
733
Roble Belko & Company
Pennsylvania
$14K +$15K +102 New
QCG
734
Quadrant Capital Group
Ohio
$13K +$1.62K +11 +8%
JAM
735
Jolley Asset Management
North Carolina
$12K
PFBT
736
Parkside Financial Bank & Trust
Missouri
$12K
CAW
737
Cornerstone Advisors (Washington)
Washington
$12K +$2.64K +18 +27%
WTB
738
Washington Trust Bank
Washington
$12K +$12.8K +87 New
CCM
739
Cribstone Capital Management
Maine
$11K
TL
740
TrueWealth LLC
Georgia
$11K
LWA
741
Lenox Wealth Advisors
New York
$11K +$8.67K +59 +311%
GI
742
Gradient Investments
Minnesota
$10K -$294 -2 -3%
M
743
MOTCO
Texas
$10K
FC
744
Ferris Capital
Massachusetts
$10K +$10.4K +71 New
RE
745
RBC Europe
United Kingdom
$9.38K -$588 -4 -6%
AOWM
746
Alpha Omega Wealth Management
Virginia
$9K
SFSIG
747
San Francisco Sentry Investment Group
California
$9K
AC
748
Avestar Capital
New York
$9K +$2.5K +17 +27%
VCM
749
Vigilant Capital Management
Maine
$9K +$9.25K +63 New
RA
750
Rational Advisors
New York
$9K +$9.99K +68 New