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Name Holding Trade Value Shares
Change
Change in
Stake
WA
901
Waverly Advisors
Alabama
$76K – – –
AP
902
Atwood & Palmer
Missouri
$75K +$1.71K +100 +2%
EMA
903
Efficient Market Advisors
California
$74K – – –
FWM
904
Focused Wealth Management
New York
$70K +$478 +28 +0.6%
GGPS
905
Gary Goldberg Planning Services
New York
$69K +$3.13K +183 +4%
CFSG
906
Community Financial Services Group
Vermont
$67K – – –
NC
907
NewSquare Capital
Pennsylvania
$67K – – –
VFA
908
Virtus Fund Advisers
Connecticut
$66K -$605K -35,380 -89%
GAM
909
Gemmer Asset Management
California
$63K +$2.8K +164 +4%
AWM
910
Avior Wealth Management
Nebraska
$62K – – –
IMS
911
Index Management Solutions
Pennsylvania
$62K +$3.85K +225 +6%
AAM
912
American Asset Management
Florida
$62K +$71.8K +4,200 New
BBPWM
913
Blue Bell Private Wealth Management
Pennsylvania
$60K -$17.1K -1,000 -20%
TFO
914
Tarbox Family Office
California
$59K +$2.03K +119 +3%
FMII
915
Farmers & Merchants Investments Inc
Nebraska
$53K +$3.42K +200 +6%
WAS
916
Winch Advisory Services
Wisconsin
$53K +$24.3K +1,421 +66%
SFG
917
Sage Financial Group
Pennsylvania
$52K – – –
1832 Asset Management
918
1832 Asset Management
Ontario, Canada
$51K -$4.96K -290 -8%
ACS
919
Archford Capital Strategies
Illinois
$49K – – –
FAM
920
Formidable Asset Management
Ohio
$46K -$986K -57,678 -95%
HTHT
921
Hemenway Trust Hemenway Trust
New Hampshire
$46K +$1.69K +99 +3%
DAM
922
Delta Asset Management
Tennessee
$45K +$34.2K +2,002 +196%
WC
923
Whitnell & Co
Illinois
$44K – – –
BOK
924
Bank of Kentucky
Kentucky
$42K – – –
WOC
925
West Oak Capital
California
$39.1K – – –