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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
801
Perigon Wealth Management
California
$438K -$107K -311 -20%
SAM
802
SP Asset Management
California
$437K
IAMOG
803
Investors Asset Management of Georgia
Georgia
$435K
RMDI
804
R.M. Davis Inc
Maine
$434K -$1.01M -2,923 -70%
PWPS
805
Pinnacle Wealth Planning Services
Ohio
$434K -$22.4K -65 -5%
IP
806
Intellectus Partners
California
$431K -$90.2K -262 -18%
SCA
807
Snowden Capital Advisors
New York
$430K +$419K +1,216 New
AMM
808
American Money Management
California
$429K
NGA
809
Naples Global Advisors
Florida
$428K -$5.51K -16 -1%
IIM
810
Intact Investment Management
Quebec, Canada
$424K -$68.9K -200 -14%
CP
811
Camelot Portfolios
Ohio
$415K -$183K -531 -31%
LWAC
812
Laurel Wealth Advisors (California)
California
$415K +$3.1K +9 +0.8%
WTB
813
Washington Trust Bank
Washington
$411K -$437K -1,270 -52%
PFS
814
Prospera Financial Services
Texas
$411K -$87.8K -255 -15%
FLPIM
815
F.L. Putnam Investment Management
Massachusetts
$411K
NB
816
NBT Bank
New York
$411K
TPWA
817
TRUE Private Wealth Advisors
Oregon
$408K +$1.03K +3 +0.3%
ECM
818
Evergreen Capital Management
Washington
$397K -$22.4K -65 -5%
IAA
819
Independent Advisor Alliance
North Carolina
$392K -$1.19M -3,460 -73%
NED
820
Nancy E. Dempze
$389K -$34.4K -100 -8%
MC
821
Montag & Caldwell
Georgia
$389K
CAW
822
Cornerstone Advisors (Washington)
Washington
$387K +$5.85K +17 +2%
PA
823
Probity Advisors
Texas
$387K +$6.89K +20 +2%
AF
824
Arrow Financial
New York
$376K +$344K +1,000 +1,538%
BA
825
Boston Advisors
Massachusetts
$375K -$203K -590 -36%