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Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Washington Trust
Rhode Island
$10K
IRC
302
Investors Research Corp
Georgia
$9K
KFI
303
Key Financial Inc
Pennsylvania
$9K
BWA
304
BDO Wealth Advisors
Florida
$8K
STCOSD
305
Sageworth Trust Company of South Dakota
South Dakota
$8K +$8.6K +99 New
S
306
SignatureFD
Georgia
$7K +$348 +4 +5%
BHWM
307
Beaird Harris Wealth Management
Texas
$7K +$7.64K +88 New
GI
308
Gradient Investments
Minnesota
$6K -$2.43K -28 -29%
FPS
309
Fieldpoint Private Securities
Connecticut
$6K -$434 -5 -7%
GWM
310
Geneos Wealth Management
Colorado
$6K
NIC
311
Northwest Investment Counselors
Oregon
$6K +$5.73K +66 New
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$5K -$521 -6 -9%
AFS
313
Annapolis Financial Services
Maryland
$4K
ETI
314
Enterprise Trust & Investment
California
$4K +$3.65K +42 New
ST
315
Sageworth Trust
Pennsylvania
$3K -$9.04K -104 -77%
ACM
316
AUA Capital Management
Pennsylvania
$3K
HIA
317
Harbor Investment Advisory
Maryland
$3K
LPWM
318
Lake Point Wealth Management
Texas
$3K
PCG
319
Private Capital Group
Connecticut
$3K
BIA
320
Bell Investment Advisors
California
$3K +$695 +8 +27%
WTA
321
Washington Trust Advisors
Massachusetts
$3K +$3.21K +37 New
SC
322
Stephens Consulting
Michigan
$2.93K +$3.04K +35 New
BAM
323
Bellevue Asset Management
Washington
$2K -$2.17K -25 -58%
BBHC
324
Brown Brothers Harriman & Co
New York
$2K
HR
325
Howe & Rusling
New York
$2K