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Name Holding Trade Value Shares
Change
Change in
Stake
WI
726
Wintrust Investments
Illinois
$16K +$318K +2,810 New
GAM
727
Gemmer Asset Management
California
$15K -$1.13K -10 -7%
NCM
728
Nelson Capital Management
California
$15K +$14.7K +130 New
AssetMark Inc
729
AssetMark Inc
California
$14K -$4.3K -38 -23%
WP
730
WealthPLAN Partners
Nebraska
$12.4K +$25.1K +222 New
EDRH
731
Edmond de Rothschild Holding
Switzerland
$11K -$71.7K -633 -86%
EDRS
732
Edmond de Rothschild (Suisse)
Switzerland
$11K -$11.3K -100 -50%
TCM
733
Tradewinds Capital Management
Washington
$11K -$2.15K -19 -16%
AA
734
Apriem Advisors
California
$11K – – –
APSP
735
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K – – –
HR
736
Howe & Rusling
New York
$11K – – –
JFA
737
JNBA Financial Advisors
Minnesota
$11K – – –
TFO
738
Tarbox Family Office
California
$11K – – –
DAM
739
Delta Asset Management
Tennessee
$9K -$10.3K -91 -53%
DSN
740
D. Scott Neal
Kentucky
$9K – – –
MFW
741
Mosaic Family Wealth
Missouri
$9K – – –
WTC
742
WhitTier Trust Company
Nevada
$8K – – –
KF
743
Krilogy Financial
Missouri
$6K – – –
TC
744
Trust Company
Kansas
$6K – – –
HIIFS
745
Harel Insurance Investments & Financial Services
Israel
$6K +$5.66K +50 New
FPFS
746
First Personal Financial Services
North Carolina
$6K +$5.89K +52 New
AIS
747
Accurate Investment Solutions
Pennsylvania
$5K +$113 +1 +2%
RFS
748
Rockefeller Financial Services
New York
$3K -$41.8K -369 -93%
GI
749
Gradient Investments
Minnesota
$3K -$1.59K -14 -32%
PMFA
750
Plante Moran Financial Advisors
Michigan
$3K – – –