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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
651
Monetary Management Group
Missouri
$35K – – –
WF
652
WealthTrust Fairport
Ohio
$34K – – –
Rockefeller Capital Management
653
Rockefeller Capital Management
New York
$34K +$6.32K +315 +21%
SPL
654
Smart Portfolios LLC
Washington
$34K +$36.1K +1,800 New
HGWM
655
Harvest Group Wealth Management
Massachusetts
$34K +$36.7K +1,830 New
MPWT
656
MassMutual Private Wealth & Trust
Connecticut
$32.7K -$3.01K -150 -8%
CIAS
657
Capital Investment Advisory Services
North Carolina
$32K – – –
SMG
658
Spectrum Management Group
Indiana
$32K – – –
SFSG
659
Stearns Financial Services Group
North Carolina
$32K – – –
LA
660
Legacy Advisors
Pennsylvania
$32K +$34K +1,695 New
FHB
661
First Hawaiian Bank
Hawaii
$28K -$61.7K -3,075 -67%
DBT
662
Dubuque Bank & Trust
Iowa
$28K – – –
LWA
663
Lenox Wealth Advisors
New York
$28K – – –
NCM
664
New Capital Management
Texas
$28K – – –
NCM
665
Northstar Capital Management
New York
$28K – – –
TCM
666
TD Capital Management
Tennessee
$28K – – –
TC
667
Trust Company
Kansas
$28K – – –
WC
668
Whitnell & Co
Illinois
$28K – – –
BEI
669
Benjamin Edwards Inc
Missouri
$28K +$30.1K +1,500 New
MS
670
Mizuho Securities
Japan
$28K +$30.1K +1,500 New
LWM
671
Lenox Wealth Management
Ohio
$27K -$19K -945 -40%
AOWM
672
Alpha Omega Wealth Management
Virginia
$27K – – –
ZB
673
Zions Bancorporation
Utah
$26K -$2.11K -105 -7%
KPCM
674
Kings Point Capital Management
New York
$25K -$15.1K -750 -36%
IWA
675
Intercontinental Wealth Advisors
Texas
$25K – – –