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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
401
Proficio Capital Partners
Massachusetts
$29K
TCOV
402
Trust Company of Vermont
Vermont
$29K +$1.73K +21 +6%
AssetMark Inc
403
AssetMark Inc
California
$28K -$2.47K -30 -8%
FHA
404
First Horizon Advisors
Tennessee
$26K
VCM
405
Vigilant Capital Management
Maine
$25K
SEC
406
Seven Eight Capital
New York
$25K +$24.7K +300 New
NFG
407
Next Financial Group
Texas
$24K
IIC
408
Integrated Investment Consultants
Michigan
$23K -$28K -340 -55%
DBT
409
Dubuque Bank & Trust
Iowa
$23K
IWM
410
IHT Wealth Management
Illinois
$22K +$21.4K +260 New
GAM
411
Gemmer Asset Management
California
$18K
WCBA
412
Weaver C. Barksdale & Associates
Tennessee
$18K +$989 +12 +6%
BTIS
413
BB&T Investment Services
North Carolina
$18K +$17.8K +216 New
WEC
414
Winslow Evans & Crocker
Massachusetts
$16.4K -$989 -12 -6%
PVH
415
Psagot Value Holdings
Israel
$16K
CJA
416
C-J Advisory
California
$15K
DSC
417
Duncker Streett & Co
Missouri
$15K
GWM
418
Geneos Wealth Management
Colorado
$14K +$5.44K +66 +64%
SPIA
419
Steward Partners Investment Advisory
New York
$14K +$14.1K +171 New
LF
420
Lee Financial
Texas
$12K +$11.5K +140 New
CTC
421
Central Trust Company
Missouri
$10K
BIG
422
Bellwether Investment Group
Tennessee
$10K +$9.64K +117 New
QCG
423
Quadrant Capital Group
Ohio
$9K
SIM
424
Sonora Investment Management
Arizona
$8.3K
AF
425
Allworth Financial
California
$8K