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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
AllSquare Wealth Management
New York
$30K – – –
SN
527
Sittner & Nelson
Oregon
$30K – – –
AssetMark Inc
528
AssetMark Inc
California
$28K -$283K -1,811 -91%
BBHC
529
Brown Brothers Harriman & Co
New York
$28K – – –
PWMG
530
Prestige Wealth Management Group
New Jersey
$26K – – –
SSB
531
Sandy Spring Bank
Maryland
$26K – – –
FPB
532
First PREMIER Bank
South Dakota
$25K – – –
WTC
533
WhitTier Trust Company
Nevada
$25K – – –
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$25K +$2.03K +13 +8%
DHGWA
535
Dixon Hughes Goodman Wealth Advisors
North Carolina
$24K +$25K +160 New
EWM
536
Edge Wealth Management
New York
$23K – – –
HIIFS
537
Harel Insurance Investments & Financial Services
Israel
$22K -$11.2K -72 -33%
NSB
538
Norway Savings Bank
Maine
$22K – – –
CCA
539
Catalyst Capital Advisors
New York
$21K -$1.87K -12 -8%
CFB
540
Cullen/Frost Bankers
Texas
$21K – – –
IA
541
IFP Advisors
Florida
$20K -$3.75K -24 -15%
FCB
542
First Command Bank
Texas
$18K – – –
FCFS
543
First Command Financial Services
Texas
$17K – – –
CIR
544
Clear Investment Research
Georgia
$16K – – –
CFA
545
Carroll Financial Associates
North Carolina
$16K +$2.34K +15 +15%
ARMC
546
American Research & Management Company
Massachusetts
$15K – – –
BAM
547
Bellevue Asset Management
Washington
$15K – – –
EWA
548
EverSource Wealth Advisors
Alabama
$15K +$16.1K +103 New
First Manhattan
549
First Manhattan
New York
$14K – – –
HFA
550
HC Financial Advisors
California
$14K – – –