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Name Holding Trade Value Shares
Change
Change in
Stake
HR
626
Howe & Rusling
New York
$22K – – –
RNS
627
Robert N. Shapiro
$21K +$3.25K +33 +19%
JFGIW
628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$3.94K +40 +25%
FCCM
629
First City Capital Management
Georgia
$19.4K – – –
CWM
630
Catamount Wealth Management
Connecticut
$19K +$18.4K +187 New
EFSCE
631
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –
GAM
632
Gemmer Asset Management
California
$17K – – –
AWM
633
AllSquare Wealth Management
New York
$17K +$16.7K +169 New
PVH
634
Psagot Value Holdings
Israel
$16K – – –
MCM
635
MV Capital Management
Maryland
$15K +$14.1K +143 New
BRWA
636
B. Riley Wealth Advisors
Florida
$15K +$14.8K +150 New
TFO
637
Tarbox Family Office
California
$14K – – –
ASN
638
Advisory Services Network
Georgia
$14K +$12.7K +129 New
TDC
639
Thompson Davis & Co
Virginia
$12K -$7.49K -76 -40%
ST
640
Smithfield Trust
Pennsylvania
$9K – – –
QAM
641
QCI Asset Management
New York
$8K – – –
KT
642
Kanaly Trust
Texas
$8K +$1.58K +16 +28%
CIM
643
Contravisory Investment Management
Massachusetts
$7K – – –
RFA
644
Reilly Financial Advisors
California
$6K – – –
CAW
645
Cornerstone Advisors (Washington)
Washington
$6K +$3.15K +32 +139%
EWM
646
Evercore Wealth Management
New York
$5K – – –
WA
647
WFG Advisors
Texas
$5K – – –
WF
648
WealthTrust Fairport
Ohio
$4K – – –
AIM
649
Advantage Investment Management
Iowa
$4K +$3.75K +38 New
ECM
650
Exchange Capital Management
Michigan
$3K +$2.76K +28 New