Name Holding Trade Value Shares
Change
Change in
Stake
FP
451
Financial Perspectives
Minnesota
$12K – – –
ACM
452
AUA Capital Management
Pennsylvania
$11K – – –
SSB
453
Sandy Spring Bank
Maryland
$11K – – –
SL
454
Savior LLC
Massachusetts
$11K +$99 +1 +0.6%
EIM
455
Essex Investment Management
Massachusetts
$10K – – –
JWA
456
JFS Wealth Advisors
Pennsylvania
$10K – – –
SFS
457
Sowell Financial Services
Arkansas
$10K +$2.47K +25 +21%
BCA
458
Berman Capital Advisors
Georgia
$10K +$12.8K +129 +445%
ACA
459
Atlas Capital Advisors
Wyoming
$9.25K -$175K -1,766 -93%
BL
460
Balentine LLC
Georgia
$9K +$10.4K +105 +750%
BWM
461
Baystate Wealth Management
Massachusetts
$8K – – –
PMFA
462
Plante Moran Financial Advisors
Michigan
$8K – – –
MCM
463
MV Capital Management
Maryland
$7K -$4.45K -45 -31%
CLOS
464
Compagnie Lombard Odier SCmA
Switzerland
$7K – – –
EARNEST Partners
465
EARNEST Partners
Georgia
$7K – – –
MAM
466
Marquette Asset Management
Minnesota
$7K – – –
PB
467
Pinnacle Bancorp
Nebraska
$7K – – –
SIM
468
Sonora Investment Management
Arizona
$7K – – –
SIAP
469
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K – – –
HIM
470
Hillsdale Investment Management
Ontario, Canada
$7K +$8.9K +90 New
WAP
471
Wealthcare Advisory Partners
Pennsylvania
$6K – – –
TAIM
472
TD Ameritrade Investment Management
Nebraska
$6K +$1.09K +11 +16%
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
SLF
474
Sun Life Financial
Ontario, Canada
$5K – – –
ZB
475
Zions Bancorporation
Utah
$4K -$7.91K -80 -60%