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Name Holding Trade Value Shares
Change
Change in
Stake
CAW
651
Cornerstone Advisors (Washington)
Washington
$63K +$9.03K +69 +17%
EWM
652
Evercore Wealth Management
New York
$61K +$26.4K +202 +79%
SFS
653
Sowell Financial Services
Arkansas
$58K +$52.1K +398 New
NFM
654
North Forty Management
Washington
$57K +$56.3K +430 New
FANJ
655
Financial Architects (New Jersey)
New Jersey
$56K +$5.1K +39 +10%
IF
656
Ironwood Financial
Arizona
$54K – – –
PFGIA
657
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$45.8K +350 New
CLOS
658
Compagnie Lombard Odier SCmA
Switzerland
$45K – – –
SPIA
659
Steward Partners Investment Advisory
New York
$45K +$44.2K +338 New
MA
660
MCF Advisors
Kentucky
$44K – – –
CJA
661
C-J Advisory
California
$43K -$6.8K -52 -14%
KF
662
Krilogy Financial
Missouri
$41K – – –
NYLT
663
New York Life Trust
New York
$41K +$40K +306 New
SSB
664
Sandy Spring Bank
Maryland
$40K – – –
TCM
665
Tradewinds Capital Management
Washington
$40K – – –
JWA
666
JFS Wealth Advisors
Pennsylvania
$38K – – –
CHP
667
Cable Hill Partners
Oregon
$37K -$14.7K -112 -29%
DSI
668
Daiwa SB Investments
Japan
$37K -$3.93K -30 -10%
RFA
669
Reilly Financial Advisors
California
$37K +$29K +222 +411%
IWM
670
IHT Wealth Management
Illinois
$35K +$33.4K +255 New
BBHC
671
Brown Brothers Harriman & Co
New York
$33K – – –
RFWA
672
RPg Family Wealth Advisory
Massachusetts
$31.6K -$5.3M -40,542 -99%
KT
673
Kanaly Trust
Texas
$30K -$1.83K -14 -6%
JCM
674
Jacobi Capital Management
Pennsylvania
$29K -$19.6K -150 -43%
SBL
675
Sargent Bickham Lagudis
Colorado
$29K -$4.97K -38 -15%