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Name Holding Trade Value Shares
Change
Change in
Stake
GGPS
901
Gary Goldberg Planning Services
New York
$69K +$3.13K +183 +4%
CFSG
902
Community Financial Services Group
Vermont
$67K
NC
903
NewSquare Capital
Pennsylvania
$67K
VFA
904
Virtus Fund Advisers
Connecticut
$66K -$605K -35,380 -89%
GAM
905
Gemmer Asset Management
California
$63K +$2.8K +164 +4%
AWM
906
Avior Wealth Management
Nebraska
$62K
IMS
907
Index Management Solutions
Pennsylvania
$62K +$3.85K +225 +6%
AAM
908
American Asset Management
Florida
$62K +$71.8K +4,200 New
BBPWM
909
Blue Bell Private Wealth Management
Pennsylvania
$60K -$17.1K -1,000 -20%
TFO
910
Tarbox Family Office
California
$59K +$2.03K +119 +3%
FMII
911
Farmers & Merchants Investments Inc
Nebraska
$53K +$3.42K +200 +6%
WAS
912
Winch Advisory Services
Wisconsin
$53K +$24.3K +1,421 +66%
SFG
913
Sage Financial Group
Pennsylvania
$52K
1832 Asset Management
914
1832 Asset Management
Ontario, Canada
$51K -$4.96K -290 -8%
ACS
915
Archford Capital Strategies
Illinois
$49K
FAM
916
Formidable Asset Management
Ohio
$46K -$986K -57,678 -95%
HTHT
917
Hemenway Trust Hemenway Trust
New Hampshire
$46K +$1.69K +99 +3%
DAM
918
Delta Asset Management
Tennessee
$45K +$34.2K +2,002 +196%
WC
919
Whitnell & Co
Illinois
$44K
BOK
920
Bank of Kentucky
Kentucky
$42K
WOC
921
West Oak Capital
California
$39.1K
DBT
922
Dubuque Bank & Trust
Iowa
$38K
PAI
923
Pittenger & Anderson Inc
Nebraska
$38K
DSC
924
Duncker Streett & Co
Missouri
$37K
LWM
925
Lenox Wealth Management
Ohio
$37K