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Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
426
People's United Financial
Connecticut
$7K
SNT
427
Security National Trust
West Virginia
$7K
RWA
428
Ropes Wealth Advisors
Massachusetts
$7K +$7.64K +200 New
WCM
429
Wealthcare Capital Management
Virginia
$6K +$5.96K +156 New
BPBT
430
Boston Private Bank & Trust
Massachusetts
$5K
ATC
431
Adirondack Trust Company
New York
$4K
BKA
432
Brick & Kyle Associates
Pennsylvania
$4K
CFA
433
Carroll Financial Associates
North Carolina
$4K
IF
434
Ironwood Financial
Arizona
$4K
TFO
435
Tarbox Family Office
California
$4K
RA
436
Rational Advisors
New York
$3K -$2.45K -64 -40%
CAW
437
Cornerstone Advisors (Washington)
Washington
$3K
FAM
438
Formidable Asset Management
Ohio
$3K
TWA
439
TCI Wealth Advisors
Arizona
$3K
MUS
440
Mitsubishi UFJ Securities
Japan
$3K +$3.44K +90 New
RFA
441
Reilly Financial Advisors
California
$3K +$3.44K +90 New
IWMPD
442
Integrated Wealth Management (Palm Desert)
California
$3K +$3.63K +95 New
CIM
443
Cambria Investment Management
California
$2.08K +$110K +2,870 +5%
PMFA
444
Plante Moran Financial Advisors
Michigan
$2K -$1.8K -47 -47%
EFSCE
445
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
WA
446
WFG Advisors
Texas
$1K -$19.5K -511 -94%
KT
447
Kanaly Trust
Texas
$1K
NC
448
NewSquare Capital
Pennsylvania
$1K
IPC
449
Independent Portfolio Consultants
Florida
$1K +$994 +26 New
GWM
450
Gupta Wealth Management
California
$1K +$1.45K +38 New