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Name Holding Trade Value Shares
Change
Change in
Stake
ST
1026
Sageworth Trust
Pennsylvania
$13K +$12.1K +250 New
BWA
1027
Burt Wealth Advisors
Maryland
$12K – – –
FRA
1028
Front Row Advisors
California
$12K – – –
SA
1029
SRH Advisors
Kansas
$12K – – –
IWP
1030
IAG Wealth Partners
Wisconsin
$12K +$10.4K +216 New
CFFP
1031
Center for Financial Planning
Michigan
$12K +$11.4K +237 New
FCM
1032
Firestone Capital Management
Florida
$12K +$11.4K +237 New
TIM
1033
Tortoise Investment Management
New York
$11K -$1.4K -29 -11%
JFA
1034
JNBA Financial Advisors
Minnesota
$11K – – –
QAM
1035
QCI Asset Management
New York
$11K – – –
MPWT
1036
MassMutual Private Wealth & Trust
Connecticut
$11K +$8.98K +186 +744%
FWM
1037
Filbrandt Wealth Management
Wisconsin
$11K +$11K +228 New
PFSC
1038
Peoples Financial Services Corp
Pennsylvania
$10K -$15.3K -317 -61%
TFS
1039
TrustCore Financial Services
Tennessee
$10K -$7.48K -155 -44%
LWM
1040
Lenox Wealth Management
Ohio
$10K -$1.79K -37 -17%
KTC
1041
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
BWM
1042
Baystate Wealth Management
Massachusetts
$10K +$48 +1 +0.5%
HR
1043
Howe & Rusling
New York
$10K +$9.22K +191 New
AIC
1044
Archer Investment Corporation
Indiana
$10K +$9.65K +200 New
RWM
1045
Raffa Wealth Management
District of Columbia
$9.33K – – –
VCM
1046
Versant Capital Management
Arizona
$9K +$97 +2 +1%
H
1047
Hexavest
Quebec, Canada
$9K +$8.64K +179 New
BAMG
1048
Brand Asset Management Group
Missouri
$8K -$1.5K -31 -17%
1IA
1049
1834 Investment Advisors
Wisconsin
$8K -$1.21K -25 -14%
ACM
1050
AUA Capital Management
Pennsylvania
$8K – – –