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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
301
Pathstone Family Office
New Jersey
$2K +$997 +40 +60%
SWP
302
Strategic Wealth Partners
Ohio
$2K +$1.69K +68 New
SCA
303
Stonebridge Capital Advisors
Minnesota
$2K +$1.92K +77 New
MF
304
Manchester Financial
California
$2K +$2.07K +83 New
BFC
305
Bedel Financial Consulting
Indiana
$1K -$3.31K -133 -80%
TC
306
Truvestments Capital
Florida
$1K -$1.37K -55 -56%
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$1K -$523 -21 -28%
PFBT
308
Parkside Financial Bank & Trust
Missouri
$1K -$374 -15 -38%
BL
309
Balentine LLC
Georgia
$1K
BWM
310
Baystate Wealth Management
Massachusetts
$1K
CCM
311
Cribstone Capital Management
Maine
$1K
CFB
312
Cullen/Frost Bankers
Texas
$1K
EWM
313
Edge Wealth Management
New York
$1K
FIB
314
First Interstate Bank
Montana
$1K
GAM
315
Gemmer Asset Management
California
$1K
PWMG
316
Prestige Wealth Management Group
New Jersey
$1K
TC
317
Trust Company
Kansas
$1K
VRM
318
Vectors Research Management
New York
$1K
YWP
319
YorkBridge Wealth Partners
New York
$1K
BCA
320
Berman Capital Advisors
Georgia
$1K +$25 +1 +2%
TFO
321
Tarbox Family Office
California
$1K +$623 +25 +625%
FWM
322
Focused Wealth Management
New York
$1K +$723 +29 New
AAP
323
Arax Advisory Partners
Colorado
$1K +$822 +33 New
M
324
MOTCO
Texas
$1K +$1.45K +58 New
KFS
325
Kelly Financial Services
Massachusetts
$492