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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
351
Meeder Asset Management
Ohio
$35K -$30.1K -336 -49%
Jones Financial Companies
352
Jones Financial Companies
Missouri
$32K
QCG
353
Quadrant Capital Group
Ohio
$27K +$1.52K +17 +7%
ST
354
Sageworth Trust
Pennsylvania
$26K
CWC
355
Carolinas Wealth Consulting
North Carolina
$25K
FPS
356
Fieldpoint Private Securities
Connecticut
$24K
PFGIA
357
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$3.85K +43 +22%
HI
358
Harbour Investments
Wisconsin
$18K +$15.5K +173 +2,163%
VCM
359
Versant Capital Management
Arizona
$17K
SWM
360
Spire Wealth Management
Virginia
$15K
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$14K -$2.42K -27 -17%
FF
362
FourThought Financial
Florida
$13K
IFAM
363
Institutional & Family Asset Management
Colorado
$13K
TWA
364
TCI Wealth Advisors
Arizona
$12K +$807 +9 +9%
LF
365
Lee Financial
Texas
$12K +$10.3K +115 New
GRP
366
Global Retirement Partners
California
$11K -$2.6K -29 -21%
TFO
367
Tarbox Family Office
California
$10K
GAM
368
Gemmer Asset Management
California
$9K
MIM
369
Macroview Investment Management
Maryland
$9K +$8.24K +92 New
Rockefeller Capital Management
370
Rockefeller Capital Management
New York
$8K -$11.2K -125 -59%
BMD
371
Better Money Decisions
New Mexico
$8K
EI
372
Ellevest Inc
New York
$7K -$27.7K -309 -82%
GWS
373
Glassman Wealth Services
Virginia
$7K +$4.75K +53 +482%
HNB
374
Huntington National Bank
Ohio
$7K +$6.09K +68 +6,800%
MGIM
375
M&G Investment Management
United Kingdom
$6.29K -$949K -10,591 -15%