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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
701
First Command Bank
Texas
$48K
FCFS
702
First Command Financial Services
Texas
$48K
RWA
703
Ropes Wealth Advisors
Massachusetts
$48K
RFWA
704
RPg Family Wealth Advisory
Massachusetts
$47.2K
GLI
705
Guardian Life Insurance
New York
$47K +$1.04K +18 +2%
GRP
706
Global Retirement Partners
California
$47K +$1.27K +22 +3%
PWM
707
Perigon Wealth Management
California
$45K -$563K -9,754 -93%
GBBWRPM
708
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$45K
PA
709
Parallel Advisors
California
$45K +$1.96K +34 +5%
JFGIW
710
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K -$6.52K -113 -14%
WTB
711
Washington Trust Bank
Washington
$38K -$1.21K -21 -3%
TDC
712
Thompson Davis & Co
Virginia
$38K +$12.1K +210 +50%
PCP
713
Proficio Capital Partners
Massachusetts
$35K -$14.3K -248 -30%
RE
714
RBC Europe
United Kingdom
$32K +$30.9K +535 New
BSG
715
Black Swift Group
Colorado
$32K
VIA
716
Vantage Investment Advisors
Pennsylvania
$32K
VCM
717
Vigilant Capital Management
Maine
$32K
GT
718
Greenleaf Trust
Michigan
$32K +$30.8K +533 New
FDCDDQ
719
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.5K
LF
720
Lee Financial
Texas
$29K
CFA
721
Carroll Financial Associates
North Carolina
$28K -$1.04M -17,982 -97%
MWM
722
Mascoma Wealth Management
New Hampshire
$28K
SIM
723
Sonora Investment Management
Arizona
$27.1K +$10.1K +175 +63%
SA
724
SpiderRock Advisors
Delaware
$26K
CAW
725
Cornerstone Advisors (Washington)
Washington
$25K