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Name Holding Trade Value Shares
Change
Change in
Stake
WTA
626
Washington Trust Advisors
Massachusetts
$6K -$44.4K -480 -88%
MCM
627
Manchester Capital Management
Vermont
$6K -$833 -9 -12%
BWM
628
Baystate Wealth Management
Massachusetts
$6K – – –
PFGIA
629
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
TF
630
TimeScale Financial
Massachusetts
$5K – – –
CA
631
Crewe Advisors
Utah
$5K +$5.46K +59 New
HR
632
Howe & Rusling
New York
$4K -$1.3K -14 -23%
BCMLT
633
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K – – –
MCM
634
MV Capital Management
Maryland
$4K +$463 +5 +11%
BIA
635
Bell Investment Advisors
California
$4K +$4.26K +46 New
BA
636
Bellwether Advisors
Nebraska
$4K +$4.91K +53 New
TAIM
637
TD Ameritrade Investment Management
Nebraska
$3K -$18K -194 -85%
CI Investments Inc
638
CI Investments Inc
Ontario, Canada
$3K – – –
FMP
639
Financial Management Professionals
Texas
$3K – – –
SCA
640
Stonebridge Capital Advisors
Minnesota
$3K – – –
SC
641
Schubert & Co
Texas
$3K +$1.48K +16 +94%
GKIM
642
GW&K Investment Management
Massachusetts
$3K +$1.76K +19 +146%
CAL
643
Capital Analysts LLC
Pennsylvania
$3K +$3.33K +36 New
RWM
644
Raffa Wealth Management
District of Columbia
$2.71K – – –
EBA
645
Eagle Bay Advisors
New York
$2.51K +$2.59K +28 New
Loomis, Sayles & Company
646
Loomis, Sayles & Company
Massachusetts
$2K -$6.85K -74 -79%
BAM
647
Bellevue Asset Management
Washington
$2K – – –
CWC
648
Carolinas Wealth Consulting
North Carolina
$2K – – –
CAC
649
Core Alternative Capital
Georgia
$2K – – –
SC
650
Sierra Capital
Florida
$2K – – –