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Name Holding Trade Value Shares
Change
Change in
Stake
HR
976
Howe & Rusling
New York
$23K +$9.45K +63 +78%
FGAM
977
Financial Gravity Asset Management
Texas
$23K +$21.6K +144 New
BWM
978
Baystate Wealth Management
Massachusetts
$22K – – –
CB
979
CNB Bank
Pennsylvania
$22K – – –
GAM
980
Gemmer Asset Management
California
$21K – – –
AIM
981
Assured Investment Management
New York
$20K -$8.37M -55,794 -100%
EWM
982
Executive Wealth Management
Michigan
$20K -$2.85K -19 -13%
GWMIA
983
Global Wealth Management Investment Advisory
Florida
$18K – – –
TFO
984
Tarbox Family Office
California
$18K – – –
FIB
985
First Interstate Bank
Montana
$16K -$30K -200 -67%
PCP
986
Proficio Capital Partners
Massachusetts
$16K -$1.05K -7 -7%
APC
987
Aspire Private Capital
North Carolina
$16K – – –
EWM
988
Endurance Wealth Management
Rhode Island
$16K – – –
JFA
989
JNBA Financial Advisors
Minnesota
$16K – – –
SMG
990
Spectrum Management Group
Indiana
$16K – – –
TF
991
Tompkins Financial
New York
$16K – – –
WPA
992
West Paces Advisors
Georgia
$15.2K – – –
EDRH
993
Edmond de Rothschild Holding
Switzerland
$15K -$215K -1,434 -94%
RFA
994
Reilly Financial Advisors
California
$15K +$2.1K +14 +18%
TL
995
TrueWealth LLC
Georgia
$14K – – –
CFD
996
Creative Financial Designs
Indiana
$14K +$1.5K +10 +13%
CIA
997
CSat Investment Advisory
Michigan
$13K -$1.8K -12 -13%
LWANC
998
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K – – –
AIA
999
Alera Investment Advisors
Illinois
$12K +$3.75K +25 +50%
BMM
1000
Buffington Mohr McNeal
Idaho
$12K +$11.3K +75 New