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Name Holding Trade Value Shares
Change
Change in
Stake
CAW
501
Cornerstone Advisors (Washington)
Washington
$12K
CCM
502
Cribstone Capital Management
Maine
$12K
FANJ
503
Financial Architects (New Jersey)
New Jersey
$12K
M
504
MOTCO
Texas
$12K
IWM
505
IHT Wealth Management
Illinois
$11K -$11.9K -126 -50%
ACM
506
AUA Capital Management
Pennsylvania
$11K
LNB
507
Ledyard National Bank
$10K
WOC
508
West Oak Capital
California
$9.22K +$9.46K +100 New
HA
509
Harfst & Associates
Wyoming
$9K +$9.46K +100 New
TWI
510
Thomas White International
Illinois
$8K -$485K -5,130 -98%
BIMC
511
Benson Investment Management Company
Virginia
$8K
HR
512
Howe & Rusling
New York
$7K -$2.18K -23 -23%
BWM
513
Baystate Wealth Management
Massachusetts
$7K
FPFS
514
First Personal Financial Services
North Carolina
$7K
Acadian Asset Management
515
Acadian Asset Management
Massachusetts
$6K -$1.3M -13,789 -100%
AIL
516
AGF Investments LLC
Ontario, Canada
$6K -$7.47K -79 -56%
MFW
517
Mosaic Family Wealth
Missouri
$5K -$2.46K -26 -32%
FMII
518
Farmers & Merchants Investments Inc
Nebraska
$5K
GRP
519
Global Retirement Partners
California
$5K
TFA
520
Transamerica Financial Advisors
Florida
$3K -$95 -1 -4%
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.89K +20 +200%
OSAM
522
O'Shaughnessy Asset Management
Connecticut
$3K +$2.55K +27 +300%
ASN
523
Advisory Services Network
Georgia
$3K +$3.03K +32 New
First Manhattan
524
First Manhattan
New York
$2K
OFW
525
Omnia Family Wealth
Florida
$2K