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Name Holding Trade Value Shares
Change
Change in
Stake
IP
426
Isthmus Partners
Wisconsin
$8K – – –
PMFA
427
Plante Moran Financial Advisors
Michigan
$8K – – –
RFA
428
Reilly Financial Advisors
California
$8K – – –
WA
429
WealthTrust-Arizona
Arizona
$8K +$2.7K +102 +47%
APA
430
American Portfolios Advisors
New York
$7.23K -$30.9K -1,166 -80%
OC
431
Oakworth Capital
Alabama
$7K – – –
AIS
432
AlphaOne Investment Services
Pennsylvania
$6K – – –
SWM
433
SeaCrest Wealth Management
New York
$6K – – –
SMFS
434
Squar Milner Financial Services
California
$6K +$3.47K +131 +146%
ONST
435
Old North State Trust
North Carolina
$6K +$6.51K +246 New
ACA
436
Atlas Capital Advisors
Wyoming
$5.66K – – –
WT
437
Whittier Trust
California
$5K – – –
APP
438
Avantax Planning Partners
Iowa
$5K +$5.37K +203 New
TPWA
439
TRUE Private Wealth Advisors
Oregon
$4.21K +$4.47K +169 New
ST
440
Smithfield Trust
Pennsylvania
$4K – – –
TFO
441
Tarbox Family Office
California
$4K – – –
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$4K +$291 +11 +8%
EFSCE
443
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$1.14K +43 +43%
SFSIG
444
San Francisco Sentry Investment Group
California
$4K +$2.88K +109 +165%
CFG
445
Citizens Financial Group
Rhode Island
$4K +$4.16K +157 New
PWAG
446
Polaris Wealth Advisory Group
California
$4K +$4.61K +174 New
BWM
447
Baystate Wealth Management
Massachusetts
$3K – – –
TL
448
TrueWealth LLC
Georgia
$3K – – –
CAG
449
Csenge Advisory Group
Florida
$3K +$3.12K +118 New
Parallax Volatility Advisers
450
Parallax Volatility Advisers
California
$3K +$3.25K +123 New