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Name Holding Trade Value Shares
Change
Change in
Stake
WA
501
WFG Advisors
Texas
$16K -$4.32K -400 -21%
AWM
502
AllSquare Wealth Management
New York
$15K -$2.85K -264 -16%
FNBSF
503
First National Bank Sioux Falls
South Dakota
$15K +$16.1K +1,492 New
PMFA
504
Plante Moran Financial Advisors
Michigan
$14K -$1.56K -144 -10%
MFBTD
505
MB Financial Bank - Trust Department
Illinois
$13K – – –
NCM
506
Nelson Capital Management
California
$13K – – –
CHC
507
City Holding Co
West Virginia
$12K – – –
CG
508
Colony Group
Massachusetts
$12K – – –
OSNBOA
509
Old Second National Bank of Aurora
Illinois
$12K – – –
QT
510
Quantbot Technologies
New York
$12K +$12.5K +1,160 New
ARMC
511
American Research & Management Company
Massachusetts
$10K – – –
PSI
512
Pinnacle Summer Investments
Virginia
$10K – – –
GAM
513
Gemmer Asset Management
California
$10K +$475 +44 +5%
CBT
514
Central Bank & Trust
Kentucky
$9K +$9.72K +900 New
AF
515
Arrow Financial
New York
$8K – – –
CAW
516
Cornerstone Advisors (Washington)
Washington
$8K – – –
QAM
517
QCI Asset Management
New York
$8K – – –
BWFA
518
Baltimore-Washington Financial Advisors
Maryland
$8K +$1.73K +160 +25%
CPIG
519
Chicago Partners Investment Group
Illinois
$7K -$7.82K -724 -57%
EWM
520
Edge Wealth Management
New York
$6K – – –
P
521
Palladiem
Pennsylvania
$6K – – –
WRM
522
Westport Resources Management
Connecticut
$6K – – –
IMS
523
Index Management Solutions
Pennsylvania
$5K +$2.25K +208 +76%
WCM
524
Wealthcare Capital Management
Virginia
$5K +$5.1K +472 New
RWM
525
Raffa Wealth Management
District of Columbia
$4.6K – – –