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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
226
Focused Wealth Management
New York
$3.1K
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$3.05K +$2.03K +35 +159%
BTI
228
Blue Trust Inc
Georgia
$3K +$2.96K +51 New
BIA
229
Bell Investment Advisors
California
$2.09K +$522 +9 +30%
Nisa Investment Advisors
230
Nisa Investment Advisors
Missouri
$2K
PFBT
231
Parkside Financial Bank & Trust
Missouri
$1.98K
SC
232
Schubert & Co
Texas
$1.45K +$58 +1 +4%
JWA
233
JFS Wealth Advisors
Pennsylvania
$1.34K -$116 -2 -7%
VCM
234
Versant Capital Management
Arizona
$1.28K +$985 +17 +243%
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$1.23K
FCA
236
FinTrust Capital Advisors
South Carolina
$1.07K
CFGS
237
Concourse Financial Group Securities
Alabama
$1.07K +$232 +4 +25%
RTL
238
Red Tortoise LLC
Georgia
$1.02K
BAAM
239
Baker Avenue Asset Management
California
$802
EARNEST Partners
240
EARNEST Partners
Georgia
$749
AP
241
Arlington Partners
Alabama
$695 -$83.7K -1,445 -99%
AF
242
Advisornet Financial
Minnesota
$695 +$116 +2 +18%
SIC
243
SJS Investment Consulting
Ohio
$642 -$58 -1 -8%
CWC
244
Carolinas Wealth Consulting
North Carolina
$588 +$637 +11 New
DI
245
Disciplined Investments
Oklahoma
$535 +$290 +5 +100%
JWM
246
Janiczek Wealth Management
Colorado
$488 +$406 +7 +350%
WT
247
Washington Trust
Rhode Island
$160
GWS
248
Glassman Wealth Services
Virginia
$160 +$58 +1 +50%
HNB
249
Huntington National Bank
Ohio
$39
EC
250
Eminence Capital
New York
-$71.7M -1,339,920 Closed