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Name Holding Trade Value Shares
Change
Change in
Stake
AP
951
Atwood & Palmer
Missouri
$9K +$8.57K +181 New
FWM
952
Focused Wealth Management
New York
$8K – – –
IP
953
Isthmus Partners
Wisconsin
$8K – – –
WOC
954
West Oak Capital
California
$7.05K – – –
GI
955
Gradient Investments
Minnesota
$7K – – –
TIM
956
Tortoise Investment Management
New York
$7K – – –
LWA
957
Lenox Wealth Advisors
New York
$7K +$1.85K +39 +41%
APSP
958
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K +$7.01K +148 New
PTC
959
Philadelphia Trust Company
Pennsylvania
$6.12K -$313K -6,617 -95%
IF
960
Ironwood Financial
Arizona
$6K – – –
LWM
961
Lenox Wealth Management
Ohio
$6K – – –
RIA
962
Regal Investment Advisors
Michigan
$6K +$1.8K +38 +45%
PSC
963
Prentiss Smith & Co
Vermont
$5K -$25.2K -533 -83%
AWM
964
Avior Wealth Management
Nebraska
$5K – – –
LWA
965
Lowe Wealth Advisors
Maryland
$5K – – –
MUS
966
Mitsubishi UFJ Securities
Japan
$4K -$4.26K -90 -50%
SV
967
Stilwell Value
New York
$3K – – –
VCM
968
Vigilant Capital Management
Maine
$3K +$2.65K +56 New
PRS
969
Pinkerton Retirement Specialists
Idaho
$3K +$2.89K +61 New
MFBTD
970
MB Financial Bank - Trust Department
Illinois
$3K +$3.03K +64 New
CA
971
CapWealth Advisors
Tennessee
$2K – – –
CAW
972
Cornerstone Advisors (Washington)
Washington
$2K – – –
GXMC
973
Global X Management Company
New York
$2K +$1.61K +34 New
OFS
974
Orrstown Financial Services
Pennsylvania
$2K +$1.61K +34 New
WAS
975
Winch Advisory Services
Wisconsin
$1K -$2.94K -62 -84%