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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
676
West Paces Advisors
Georgia
$12.6K +$2.2K +25 +20%
FC
677
Ferris Capital
Massachusetts
$12K
CIA
678
CSat Investment Advisory
Michigan
$12K +$12.6K +143 New
BCWM
679
Bartlett & Co Wealth Management
Ohio
$11.1K
BC
680
Bartlett & Co
Ohio
$11K
BAM
681
Barrett Asset Management
New York
$11K +$11K +125 New
CCMIC
682
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$9K -$13.6M -155,205 -100%
TL
683
TrueWealth LLC
Georgia
$9K
GWS
684
Glassman Wealth Services
Virginia
$9K +$439 +5 +5%
PFBT
685
Parkside Financial Bank & Trust
Missouri
$9K +$527 +6 +6%
WT
686
Washington Trust
Rhode Island
$9K +$8.79K +100 New
FIA
687
FNY Investment Advisers
New York
$9K +$10.2K +116 New
ED
688
Exane Derivatives
France
$8.65K -$4.66K -53 -34%
BCA
689
Bray Capital Advisors
Florida
$8K -$101K -1,145 -93%
LWA
690
Lenox Wealth Advisors
New York
$8K -$2.37K -27 -23%
BWL
691
Bogart Wealth LLC
Virginia
$8K -$1.67K -19 -17%
AIS
692
Accurate Investment Solutions
Pennsylvania
$8K
SIAS
693
Shine Investment Advisory Services
Colorado
$8K
HR
694
Howe & Rusling
New York
$7K
SFM
695
Signet Financial Management
New Jersey
$7K
TFO
696
Tarbox Family Office
California
$7K
KL
697
KWMG LLC
Kansas
$7K +$7.29K +83 New
CPA
698
Clear Perspective Advisors
Illinois
$6K -$18.1K -206 -73%
LWCFA
699
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
PFO
700
Pathstone Family Office
New Jersey
$6K