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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
801
Tradewinds Capital Management
Washington
$67K
PO
802
Private Ocean
California
$66K
TFGT
803
TS Financial Group (TSFG)
Illinois
$63K
COCM
804
Charter Oak Capital Management
New Hampshire
$62K +$62.2K +179 New
JFGIW
805
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K +$61.1K +176 New
FMP
806
Financial Management Professionals
Texas
$60K +$1.74K +5 +3%
VCM
807
Versant Capital Management
Arizona
$59K
BWM
808
BerganKDV Wealth Management
Minnesota
$57K +$42.7K +123 +300%
O
809
Ossiam
France
$56K -$252K -725 -82%
RPWA
810
Regent Peak Wealth Advisors
Georgia
$52K +$51.7K +149 New
TC
811
Truvestments Capital
Florida
$49K +$49K +141 New
KTC
812
Kistler-Tiffany Companies
Pennsylvania
$48K +$695 +2 +1%
GWM
813
Geneos Wealth Management
Colorado
$46K +$44.1K +127 +86%
VBCG
814
Valley Brook Capital Group
Pennsylvania
$46K +$46.9K +135 New
BBHC
815
Brown Brothers Harriman & Co
New York
$45K -$347 -1 -0.8%
CA
816
Centerpoint Advisors
Massachusetts
$44K
JGIA
817
Jackson Grant Investment Advisers
Connecticut
$44K +$43.8K +126 New
BHWM
818
Bay Harbor Wealth Management
Maryland
$41K
EIP
819
Ellis Investment Partners
Pennsylvania
$41K
FMII
820
Farmers & Merchants Investments Inc
Nebraska
$41K
FCA
821
FinTrust Capital Advisors
South Carolina
$41K
IFAM
822
Institutional & Family Asset Management
Colorado
$40K -$8.33K -24 -17%
LWM
823
Liberty Wealth Management
California
$40K +$32.3K +93 +332%
EFSCE
824
Enterprise Financial Services Corp (EFSC)
Missouri
$39K +$2.08K +6 +6%
SFSIG
825
San Francisco Sentry Investment Group
California
$38K