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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
701
Mascoma Wealth Management
New Hampshire
$122K – – –
AIS
702
Accurate Investment Solutions
Pennsylvania
$119K +$7.12K +40 +7%
MCM
703
Manchester Capital Management
Vermont
$114K – – –
BFEC
704
Benjamin F. Edwards & Company
Missouri
$112K – – –
CWM
705
Cedar Wealth Management
California
$112K – – –
NAMA
706
Nikko Asset Management Americas
New York
$112K +$17.8K +100 +20%
SWA
707
Sutton Wealth Advisors
Florida
$108K – – –
GLI
708
Guardian Life Insurance
New York
$108K – – –
M
709
MOTCO
Texas
$98K – – –
HI
710
Hudock Inc
Pennsylvania
$92K – – –
EWM
711
Evercore Wealth Management
New York
$89K -$4.45K -25 -5%
CLOS
712
Compagnie Lombard Odier SCmA
Switzerland
$89K +$19.6K +110 +30%
CAW
713
Cornerstone Advisors (Washington)
Washington
$88K – – –
FANJ
714
Financial Architects (New Jersey)
New Jersey
$87K -$117K -656 -59%
TWA
715
TCI Wealth Advisors
Arizona
$83K +$11K +62 +16%
PFGIA
716
Patriot Financial Group Insurance Agency
Massachusetts
$81K +$7.83K +44 +11%
IF
717
Ironwood Financial
Arizona
$76K – – –
DSI
718
Daiwa SB Investments
Japan
$75K +$32K +180 +82%
FHA
719
First Horizon Advisors
Tennessee
$74K – – –
RFA
720
Reilly Financial Advisors
California
$71K – – –
EMG
721
ETF Managers Group
New Jersey
$67K +$5.34K +30 +9%
BTIS
722
BB&T Investment Services
North Carolina
$67K +$39.9K +224 +160%
JCM
723
Jacobi Capital Management
Pennsylvania
$66K – – –
CJA
724
C-J Advisory
California
$63K – – –
BL
725
Balentine LLC
Georgia
$62K – – –