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Name Holding Trade Value Shares
Change
Change in
Stake
CHP
1051
Cable Hill Partners
Oregon
$51K -$6.89K -20 -12%
FPFS
1052
First Personal Financial Services
North Carolina
$50K – – –
CCM
1053
Covington Capital Management
California
$49K – – –
SSB
1054
Sandy Spring Bank
Maryland
$49K – – –
WC
1055
Whitney & Co
New York
$49K +$8.26K +24 +19%
FANJ
1056
Financial Architects (New Jersey)
New Jersey
$47K – – –
GWS
1057
Glassman Wealth Services
Virginia
$46K – – –
IBOK
1058
Independence Bank of Kentucky
Kentucky
$46K – – –
WWM
1059
Willingdon Wealth Management
North Carolina
$46K – – –
Carson Wealth (CWM LLC)
1060
Carson Wealth (CWM LLC)
Nebraska
$46K +$6.54K +19 +17%
MWPCG
1061
Measured Wealth Private Client Group
New Hampshire
$46K +$45.4K +132 New
WPA
1062
West Paces Advisors
Georgia
$45.9K – – –
BWA
1063
BDO Wealth Advisors
Florida
$45K -$218K -632 -83%
1IA
1064
1834 Investment Advisors
Wisconsin
$44K – – –
First Manhattan
1065
First Manhattan
New York
$42K – – –
HFM
1066
Hartford Financial Management
Connecticut
$41K – – –
HI
1067
Hudock Inc
Pennsylvania
$40K – – –
TFS
1068
TrustCore Financial Services
Tennessee
$40K – – –
DAM
1069
Delta Asset Management
Tennessee
$39K – – –
TFO
1070
Tarbox Family Office
California
$39K – – –
HR
1071
Howe & Rusling
New York
$38K +$2.41K +7 +7%
ICM
1072
IMS Capital Management
Oregon
$38K +$37.2K +108 New
AF
1073
Allworth Financial
California
$37K -$4.82K -14 -12%
BAM
1074
Barrett Asset Management
New York
$37K – – –
EARNEST Partners
1075
EARNEST Partners
Georgia
$36K – – –