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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
451
Raffa Wealth Management
District of Columbia
$26.9K
CG
452
Colony Group
Massachusetts
$26K
RIA
453
Regal Investment Advisors
Michigan
$22K +$21.3K +41 New
NES
454
New England Securities
New York
$21K -$2.59K -5 -11%
HR
455
Howe & Rusling
New York
$21K
GAM
456
Gemmer Asset Management
California
$17K +$16.6K +32 New
CTC
457
Central Trust Company
Missouri
$13K
CHC
458
City Holding Co
West Virginia
$13K
MWP
459
MYCIO Wealth Partners
Pennsylvania
$12K
TFO
460
Tarbox Family Office
California
$12K
TWA
461
TCI Wealth Advisors
Arizona
$12K
FAM
462
Formidable Asset Management
Ohio
$11K
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$9.67K
CGI
464
CI Global Investments
California
$9K -$116M -224,510 -100%
FAM
465
Fortaleza Asset Management
Illinois
$8K
EFSCE
466
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
PTC
467
Private Trust Company
Ohio
$6K
MIM
468
Macroview Investment Management
Maryland
$5K
BRWM
469
B. Riley Wealth Management
Tennessee
$5K +$5.19K +10 New
SNT
470
Security National Trust
West Virginia
$4K
BBHC
471
Brown Brothers Harriman & Co
New York
$4K +$3.63K +7 New
CAW
472
Cornerstone Advisors (Washington)
Washington
$4K +$3.63K +7 New
FAM
473
Fred Alger Management
New York
$4K +$3.63K +7 New
WOC
474
West Oak Capital
California
$1.07K
TAM
475
Tocqueville Asset Management
New York
$1K