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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
301
North Star Investment Management
Illinois
$38K – – –
KCM
302
Karp Capital Management
California
$36K – – –
MCM
303
Manchester Capital Management
Vermont
$36K – – –
TJHA
304
Thomas J. Herzfeld Advisors
Florida
$36K – – –
FCCM
305
First City Capital Management
Georgia
$35.2K – – –
ACS
306
Archford Capital Strategies
Illinois
$35K +$1.63K +13 +5%
Advisory Services Network
307
Advisory Services Network
Georgia
$33K – – –
JWA
308
JFS Wealth Advisors
Pennsylvania
$32K – – –
OC
309
Oakworth Capital
Alabama
$32K – – –
BWFA
310
Baltimore-Washington Financial Advisors
Maryland
$32K +$34.7K +277 New
WEC
311
Winslow Evans & Crocker
Massachusetts
$31.7K – – –
WTB
312
Washington Trust Bank
Washington
$30K – – –
HCMT
313
Highland Capital Management (Tennessee)
Tennessee
$28K – – –
TFA
314
Transamerica Financial Advisors
Florida
$27K – – –
CP
315
Corbenic Partners
Pennsylvania
$26K – – –
BKA
316
Brick & Kyle Associates
Pennsylvania
$25K – – –
DOA
317
D'Orazio & Associates
Virginia
$25K – – –
WC
318
Whitnell & Co
Illinois
$25K +$26.7K +213 New
GWM
319
Gupta Wealth Management
California
$24K -$24.6K -196 -49%
TDC
320
Thompson Davis & Co
Virginia
$24K – – –
AA
321
Apriem Advisors
California
$23K – – –
CB
322
Community Bank
New York
$23K – – –
MSFP
323
Mark Sheptoff Financial Planning
Connecticut
$23K +$5.89K +47 +31%
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$23K +$25.1K +200 New
Wolverine Asset Management
325
Wolverine Asset Management
Illinois
$23K +$25.1K +200 New