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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
501
AUA Capital Management
Pennsylvania
$16K
CA
502
Centerpoint Advisors
Massachusetts
$16K
FPS
503
Fieldpoint Private Securities
Connecticut
$16K +$15.4K +149 New
EIM
504
Essex Investment Management
Massachusetts
$15K
JWA
505
JFS Wealth Advisors
Pennsylvania
$15K
ZB
506
Zions Bancorporation
Utah
$15K +$829 +8 +6%
BWM
507
Baystate Wealth Management
Massachusetts
$12K -$23.7K -229 -67%
SLF
508
Sun Life Financial
Ontario, Canada
$11K -$12K -116 -53%
AF
509
Advisornet Financial
Minnesota
$11K
CLOS
510
Compagnie Lombard Odier SCmA
Switzerland
$11K
GWMIA
511
Global Wealth Management Investment Advisory
Florida
$11K
SIAP
512
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K
CFGS
513
Concourse Financial Group Securities
Alabama
$11K +$3.11K +30 +39%
EI
514
Ellevest Inc
New York
$11K +$10.4K +100 New
EARNEST Partners
515
EARNEST Partners
Georgia
$10K
SIAS
516
Shine Investment Advisory Services
Colorado
$10K
SF
517
Synovus Financial
Georgia
$10K
WAP
518
Wealthcare Advisory Partners
Pennsylvania
$9K
SCA
519
Stonebridge Capital Advisors
Minnesota
$8K +$7.87K +76 New
FGAM
520
Financial Gravity Asset Management
Texas
$7K +$725 +7 +13%
TAIM
521
TD Ameritrade Investment Management
Nebraska
$7K +$6.63K +64 New
NC
522
NewSquare Capital
Pennsylvania
$6K
CFA
523
Carroll Financial Associates
North Carolina
$5K
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
WCG
525
Weaver Consulting Group
California
$5K