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Name Holding Trade Value Shares
Change
Change in
Stake
GBBWRPM
701
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$44K
RWA
702
Ropes Wealth Advisors
Massachusetts
$40K +$41.3K +797 New
JFA
703
JNBA Financial Advisors
Minnesota
$38K -$653K -12,587 -94%
WEC
704
Winslow Evans & Crocker
Massachusetts
$37.7K
WA
705
WealthTrust-Arizona
Arizona
$37K -$6.59K -127 -15%
EFSCE
706
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$4.67K +90 +14%
LF
707
Lee Financial
Texas
$37K +$38.5K +743 New
FIB
708
First Interstate Bank
Montana
$36K
GRP
709
Global Retirement Partners
California
$34K +$35.4K +682 New
TC
710
Trust Company
Kansas
$33K -$870K -16,768 -96%
WTB
711
Washington Trust Bank
Washington
$33K -$985 -19 -3%
CAW
712
Cornerstone Advisors (Washington)
Washington
$32K -$1.61K -31 -5%
PCP
713
Proficio Capital Partners
Massachusetts
$32K +$1.97K +38 +6%
JIC
714
Joel Isaacson & Co
New York
$31K
AW
715
Alpha Windward
Massachusetts
$29K -$14.1K -271 -32%
CGT
716
Capital Guardian Trust
California
$29K
VCM
717
Vigilant Capital Management
Maine
$27K -$5.5K -106 -17%
VIA
718
Vantage Investment Advisors
Pennsylvania
$27K -$1.5K -29 -5%
IWC
719
Integrated Wealth Counsel
California
$24K
EA
720
Edge Advisors
Georgia
$24K +$25.1K +485 New
MWM
721
Mascoma Wealth Management
New Hampshire
$23K +$24.2K +467 New
TFO
722
Tarbox Family Office
California
$22K +$933 +18 +4%
TDC
723
Thompson Davis & Co
Virginia
$21K
Korea Investment Corp
724
Korea Investment Corp
South Korea
$21K +$21.6K +416 New
AWMS
725
Advocacy Wealth Management Services
Georgia
$20K -$18.1K -349 -46%