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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
501
MV Capital Management
Maryland
$14K – – –
TCOV
502
Trust Company of Vermont
Vermont
$14K – – –
MA
503
MCF Advisors
Kentucky
$12K – – –
AssetMark Inc
504
AssetMark Inc
California
$11K – – –
NC
505
NewSquare Capital
Pennsylvania
$11K – – –
LNB
506
Ledyard National Bank
$9K – – –
EWM
507
Evercore Wealth Management
New York
$8K – – –
QCG
508
Quadrant Capital Group
Ohio
$8K – – –
ACS
509
Archford Capital Strategies
Illinois
$8K +$3.68K +51 +100%
TSU
510
TD Securities (USA)
New York
$7K -$5.21M -72,214 -100%
RWA
511
Ropes Wealth Advisors
Massachusetts
$7K -$29.9K -415 -81%
PSI
512
Pinnacle Summer Investments
Virginia
$7K +$7.21K +100 New
QAM
513
QCI Asset Management
New York
$6K – – –
CCS
514
Crosspoint Capital Strategies
California
$6K +$5.84K +81 New
RA
515
Rational Advisors
New York
$5K – – –
AC
516
Alexandria Capital
Virginia
$5K +$505 +7 +10%
ZB
517
Zions Bancorporation
Utah
$5K +$5.7K +79 New
BCM
518
Brookstone Capital Management
Illinois
$4K – – –
TFO
519
Tarbox Family Office
California
$4K – – –
FNBT
520
FineMark National Bank & Trust
Florida
$4K +$3.75K +52 New
FAM
521
Fortaleza Asset Management
Illinois
$4K +$4.69K +65 New
AWS
522
Aris Wealth Services
Pennsylvania
$3K – – –
JIC
523
Joel Isaacson & Co
New York
$3K – – –
Northwestern Mutual Wealth Management
524
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
OC
525
Oakworth Capital
Alabama
$3K – – –