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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1526
Truvestments Capital
Florida
$85K +$77.9K +823 New
SBL
1527
Sargent Bickham Lagudis
Colorado
$83K -$36.5K -386 -33%
BWM
1528
Baystate Wealth Management
Massachusetts
$83K – – –
VCM
1529
Vigilant Capital Management
Maine
$83K – – –
FPS
1530
Fieldpoint Private Securities
Connecticut
$82K -$17.3K -183 -19%
PMFA
1531
Plante Moran Financial Advisors
Michigan
$81K -$48.8K -516 -40%
WPA
1532
West Paces Advisors
Georgia
$79.7K – – –
PCMK
1533
Paragon Capital Management (Kansas)
Kansas
$79K +$71.9K +759 New
HIIFS
1534
Harel Insurance Investments & Financial Services
Israel
$77K -$95.9K -1,013 -58%
FWM
1535
Focused Wealth Management
New York
$74K +$568 +6 +0.8%
PWM
1536
PRW Wealth Management
Massachusetts
$72K – – –
MWC
1537
MBM Wealth Consultants
Missouri
$71K – – –
JFA
1538
JNBA Financial Advisors
Minnesota
$70K +$2.56K +27 +4%
FPFS
1539
First Personal Financial Services
North Carolina
$70K +$9.47K +100 +18%
ONST
1540
Old North State Trust
North Carolina
$70K +$12.3K +130 +24%
IFAM
1541
Institutional & Family Asset Management
Colorado
$68K -$1.61K -17 -3%
BCM
1542
Blume Capital Management
California
$67K -$9.47K -100 -13%
BAMG
1543
Brand Asset Management Group
Missouri
$66K +$12.1K +128 +25%
BFC
1544
Bedel Financial Consulting
Indiana
$65K – – –
VCM
1545
Versant Capital Management
Arizona
$61K -$1.8K -19 -3%
MFT
1546
Moisand Fitzgerald Tamayo
Florida
$57K – – –
EARNEST Partners
1547
EARNEST Partners
Georgia
$56K – – –
AIA
1548
Alera Investment Advisors
Illinois
$56K +$2.84K +30 +6%
TFGT
1549
TS Financial Group (TSFG)
Illinois
$55K +$50.2K +530 New
RFM
1550
Royal Fund Management
Florida
$54K – – –