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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
501
Wealthspire Advisors (Maryland)
Maryland
$28K +$253 +5 +0.9%
HR
502
Howe & Rusling
New York
$26K – – –
PIA
503
Piedmont Investment Advisors
North Carolina
$25.6K +$25.6K +504 +3,877%
PRS
504
Pinkerton Retirement Specialists
Idaho
$25K -$608 -12 -2%
KTC
505
Kistler-Tiffany Companies
Pennsylvania
$25K – – –
IP
506
Intellectus Partners
California
$25K +$25.3K +500 New
BTIS
507
BB&T Investment Services
North Carolina
$25K +$25.5K +503 New
CJA
508
C-J Advisory
California
$24K – – –
EFSCE
509
Enterprise Financial Services Corp (EFSC)
Missouri
$24K – – –
FFW
510
Fusion Family Wealth
New York
$24K +$25.3K +500 New
WB
511
Webster Bank
Connecticut
$23K +$24K +474 New
SIAP
512
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K +$20.3K +400 New
CFG
513
Citizens Financial Group
Rhode Island
$16K -$12.8K -252 -44%
CGT
514
Capital Guardian Trust
California
$16K – – –
PCP
515
Proficio Capital Partners
Massachusetts
$16K +$1.01K +20 +7%
MWM
516
MinichMacGregor Wealth Management
New York
$16K +$3.75K +74 +28%
PFGIA
517
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$17K +336 New
AA
518
Ancora Advisors
Ohio
$15K +$15.2K +300 New
GWM
519
Geneos Wealth Management
Colorado
$14K – – –
PFS
520
Physicians Financial Services
North Carolina
$14K – – –
FANJ
521
Financial Architects (New Jersey)
New Jersey
$13K -$2.33K -46 -15%
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$13K +$11.1K +219 +421%
GEA
523
Glen Eagle Advisors
New Jersey
$12.4K +$12.7K +250 New
WEC
524
Winslow Evans & Crocker
Massachusetts
$12.1K -$417K -8,224 -97%
GAM
525
Gemmer Asset Management
California
$11K – – –