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