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Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
351
Commonwealth Bank of Australia
Australia
$11K +$7.42K +171 +131%
RWM
352
Raffa Wealth Management
District of Columbia
$10.8K
GAM
353
Guinness Asset Management
United Kingdom
$10K +$11.4K +263 New
SIAS
354
Shine Investment Advisory Services
Colorado
$8K -$2.21K -51 -19%
QCG
355
Quadrant Capital Group
Ohio
$8K -$650 -15 -6%
LNB
356
Ledyard National Bank
$8K
SBL
357
Sargent Bickham Lagudis
Colorado
$8K
TL
358
TrueWealth LLC
Georgia
$8K
CFA
359
Carroll Financial Associates
North Carolina
$8K +$1.73K +40 +24%
PFO
360
Pathstone Family Office
New Jersey
$8K +$9.45K +218 New
BFC
361
Bedel Financial Consulting
Indiana
$7K
CHP
362
Cable Hill Partners
Oregon
$7K
HFM
363
Hartford Financial Management
Connecticut
$6K
WTC
364
WhitTier Trust Company
Nevada
$6K
WEC
365
Winslow Evans & Crocker
Massachusetts
$6K +$5.2K +120 New
PWMG
366
Prestige Wealth Management Group
New Jersey
$6K +$6.37K +147 New
OIA
367
Optimum Investment Advisors
Illinois
$5K
KC
368
Knuff & Co
California
$5K +$5.85K +135 New
CG
369
Cutler Group
California
$4K -$18.9K -437 -79%
FRA
370
Front Row Advisors
California
$4K -$2.08K -48 -34%
CAC
371
Certified Advisory Corp
Florida
$4K +$4.34K +100 New
PCP
372
Proficio Capital Partners
Massachusetts
$3K -$6.37K -147 -64%
CTB
373
Country Trust Bank
Illinois
$3K
IFAM
374
Institutional & Family Asset Management
Colorado
$3K
CFA
375
Clarfeld Financial Advisors
New York
$3K +$3.34K +77 New