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Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
1076
First City Capital Management
Georgia
$77.7K +$14.9K +200 +23%
HA
1077
Harfst & Associates
Wyoming
$77K -$112K -1,498 -58%
GBBWRPM
1078
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$77K +$78.8K +1,055 New
GWM
1079
Gupta Wealth Management
California
$74K -$8.81K -118 -10%
MFW
1080
Mosaic Family Wealth
Missouri
$72K +$75K +1,005 New
AC
1081
Alexandria Capital
Virginia
$69K +$75 +1 +0.1%
VIA
1082
Vantage Investment Advisors
Pennsylvania
$61K +$19.8K +265 +46%
BBPWM
1083
Blue Bell Private Wealth Management
Pennsylvania
$58K
RFS
1084
Rockefeller Financial Services
New York
$57K -$7.17M -96,096 -99%
AF
1085
Allworth Financial
California
$56K
OC
1086
Oakworth Capital
Alabama
$56K +$10.8K +145 +23%
CGH
1087
Cleary Gull Holdings
Wisconsin
$52K +$11.2K +150 +26%
PMFA
1088
Plante Moran Financial Advisors
Michigan
$50K +$25.5K +342 +97%
CHP
1089
Cable Hill Partners
Oregon
$45K +$2.46K +33 +6%
CFG
1090
CKW Financial Group
Hawaii
$44K
SHJ
1091
Sharkey, Howes & Javer
Colorado
$44K
VCM
1092
Vigilant Capital Management
Maine
$43K +$29.9K +400 +205%
WAS
1093
Winch Advisory Services
Wisconsin
$41K +$299 +4 +0.7%
NCM
1094
Nelson Capital Management
California
$41K +$14.9K +200 +54%
TCM
1095
TD Capital Management
Tennessee
$40K
DAM
1096
Delta Asset Management
Tennessee
$39K
PFG
1097
Piershale Financial Group
Illinois
$38K
SFPIA
1098
Stevens First Principles Investment Advisors
California
$36K -$127K -1,705 -77%
HWP
1099
Hefty Wealth Partners
Indiana
$36K +$37.4K +501 New
LWM
1100
Lenox Wealth Management
Ohio
$31K