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Name Holding Trade Value Shares
Change
Change in
Stake
MFBTD
476
MB Financial Bank - Trust Department
Illinois
$26K – – –
AOWM
477
Alpha Omega Wealth Management
Virginia
$25K – – –
JFGIW
478
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K +$3.3K +400 +18%
CCM
479
Cribstone Capital Management
Maine
$22K -$124K -15,000 -86%
PCFFS
480
Pacific Center for Financial Services
California
$22K – – –
ST
481
Sageworth Trust
Pennsylvania
$22K +$20.6K +2,500 New
KF
482
Krilogy Financial
Missouri
$21K – – –
Fifth Third Bancorp
483
Fifth Third Bancorp
Ohio
$20K – – –
TSW
484
Thompson Siegel & Walmsley
Virginia
$20K – – –
WTC
485
WhitTier Trust Company
Nevada
$20K – – –
PFO
486
Pathstone Family Office
New Jersey
$20K +$18.6K +2,250 New
RFWA
487
RPg Family Wealth Advisory
Massachusetts
$18.7K +$4.13K +500 +31%
GGHC
488
Gilder Gagnon Howe & Co
New York
$17K -$64.4K -7,800 -80%
FHA
489
First Horizon Advisors
Tennessee
$17K -$2.89K -350 -15%
VCM
490
Versant Capital Management
Arizona
$16K -$413 -50 -3%
AssetMark Inc
491
AssetMark Inc
California
$16K – – –
AC
492
Alexandria Capital
Virginia
$16K +$413 +50 +3%
ADL
493
Asset Dedication LLC
California
$15K – – –
IWM
494
IHT Wealth Management
Illinois
$14K – – –
MFW
495
Mosaic Family Wealth
Missouri
$13K -$1.65K -200 -12%
VIA
496
Vantage Investment Advisors
Pennsylvania
$13K – – –
FANJ
497
Financial Architects (New Jersey)
New Jersey
$13K +$5.78K +700 +88%
GRP
498
Global Retirement Partners
California
$13K +$8.25K +1,000 +200%
AII
499
AGF Investments Inc
Ontario, Canada
$13K +$12K +1,450 New
GAM
500
Gemmer Asset Management
California
$11K – – –