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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
301
Manchester Capital Management
Vermont
$12K – – –
MI
302
Markston International
New York
$12K – – –
FWM
303
Focused Wealth Management
New York
$12K +$21 +1 +0.2%
CAW
304
Cornerstone Advisors (Washington)
Washington
$11K – – –
ARMC
305
American Research & Management Company
Massachusetts
$10K -$287 -14 -3%
FHA
306
First Horizon Advisors
Tennessee
$10K – – –
WAM
307
Wealthspire Advisors (Maryland)
Maryland
$9K – – –
AIL
308
AGF Investments LLC
Ontario, Canada
$9K +$8.29K +404 New
BIG
309
Bellwether Investment Group
Tennessee
$9K +$8.4K +409 New
CFA
310
CT Financial Advisors
Pennsylvania
$8.44K -$5.61K -273 -42%
CGT
311
Capital Guardian Trust
California
$8K -$21 -1 -0.3%
OFW
312
Omnia Family Wealth
Florida
$8K +$7.04K +343 New
PG
313
PEAK6 Group
Illinois
$7K -$1.09M -53,320 -99%
JCM
314
Jacobi Capital Management
Pennsylvania
$7K -$11.7K -570 -66%
WA
315
WFG Advisors
Texas
$7K -$1.07K -52 -14%
MSFP
316
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
TF
317
Tompkins Financial
New York
$7K – – –
VFA
318
Virtus Fund Advisers
Connecticut
$7K – – –
OC
319
Oakworth Capital
Alabama
$7K +$4.52K +220 +275%
ADL
320
Asset Dedication LLC
California
$6K -$62 -3 -0.9%
EWM
321
Endurance Wealth Management
Rhode Island
$6K – – –
HR
322
Howe & Rusling
New York
$6K – – –
KKAMG
323
Kernodle & Katon Asset Management Group
Arkansas
$6K – – –
SBL
324
Sargent Bickham Lagudis
Colorado
$6K +$3.26K +159 +120%
LJHT
325
Laurie J. Hall Trustee
$6K +$5.63K +274 New