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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
601
Gemmer Asset Management
California
$6K +$1.71K +18 +32%
CBT
602
Capital Bank & Trust
California
$6K +$2K +21 +48%
CFA
603
Carroll Financial Associates
North Carolina
$6K +$4.86K +51 +204%
TFO
604
Tarbox Family Office
California
$5K – – –
MOS
605
MGO One Seven
Ohio
$5K +$5.14K +54 New
CHC
606
City Holding Co
West Virginia
$4K – – –
HR
607
Howe & Rusling
New York
$4K – – –
SJIM
608
St. Johns Investment Management
Florida
$4K – – –
ADL
609
Asset Dedication LLC
California
$4K +$4.57K +48 New
AF
610
Advisornet Financial
Minnesota
$4K +$4.76K +50 New
FFG
611
Ford Financial Group
California
$4K +$5.14K +54 New
WPA
612
West Paces Advisors
Georgia
$3.48K – – –
BGIM
613
Brandywine Global Investment Management
Pennsylvania
$3K -$22.4M -235,489 -100%
GBT
614
Grove Bank & Trust
Florida
$3K -$9.04K -95 -70%
EDRH
615
Edmond de Rothschild Holding
Switzerland
$3K – – –
IWP
616
Icon Wealth Partners
Texas
$3K +$2.86K +30 New
WCM
617
Wealthcare Capital Management
Virginia
$3K +$2.86K +30 New
TCOV
618
Trust Company of Vermont
Vermont
$3K +$2.95K +31 New
PO
619
Private Ocean
California
$3K +$3.14K +33 New
CB
620
Community Bank
New York
$2K – – –
GI
621
Gradient Investments
Minnesota
$2K +$1.9K +20 New
AWA
622
Acorn Wealth Advisors
Michigan
$2K +$2.48K +26 New
LWA
623
Lenox Wealth Advisors
New York
$2K +$2.57K +27 New
RFM
624
Royal Fund Management
Florida
$2K +$2.57K +27 New
BWA
625
Burt Wealth Advisors
Maryland
$2K +$2.67K +28 New