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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
226
Capital Analysts LLC
Pennsylvania
$14K
APA
227
American Portfolios Advisors
New York
$13.5K +$13.5K +366 New
TF
228
Tompkins Financial
New York
$12K
MWM
229
Mascoma Wealth Management
New Hampshire
$12K +$12.7K +345 New
IWM
230
IHT Wealth Management
Illinois
$10K +$922 +25 +10%
AssetMark Inc
231
AssetMark Inc
California
$9K
MA
232
MUFG Americas
New York
$7K
WT
233
Whittier Trust
California
$7K +$6.64K +180 New
CHC
234
City Holding Co
West Virginia
$6K
CB
235
Community Bank
New York
$6K +$6.13K +166 New
CCM
236
Cribstone Capital Management
Maine
$5K
OIA
237
OneDigital Investment Advisors
Kansas
$5K
AIS
238
AlphaOne Investment Services
Pennsylvania
$5K +$5.05K +137 New
WEC
239
Winslow Evans & Crocker
Massachusetts
$3.72K
THWM
240
Taylor Hoffman Wealth Management
Virginia
$3K +$2.62K +71 New
FPFS
241
First Personal Financial Services
North Carolina
$3K +$2.84K +77 New
SC
242
Sawyer & Company
Massachusetts
$2K +$1.88K +51 New
AWA
243
Acorn Wealth Advisors
Michigan
$2K +$1.99K +54 New
HR
244
Howe & Rusling
New York
$1K
WA
245
Winfield Associates
Ohio
$1K
RWA
246
Ropes Wealth Advisors
Massachusetts
$1K +$959 +26 New
RFC
247
Regions Financial Corp
Alabama
$1K +$1.14K +31 New
PMFA
248
Plante Moran Financial Advisors
Michigan
$1K +$1.44K +39 New
BNP Paribas Financial Markets
249
BNP Paribas Financial Markets
France
$550 -$8.3K -225 -94%
Credit Agricole
250
Credit Agricole
France
-$8.77M -245,045 Closed