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Name Holding Trade Value Shares
Change
Change in
Stake
TSW
676
Thompson Siegel & Walmsley
Virginia
$82K – – –
CYG
677
Clean Yield Group
Vermont
$79K +$79.3K +1,527 New
PCG
678
Private Capital Group
Connecticut
$77K -$76.2K -1,467 -48%
TF
679
TimeScale Financial
Massachusetts
$72K +$72.9K +1,403 New
GLI
680
Guardian Life Insurance
New York
$69K – – –
CFGS
681
Concourse Financial Group Securities
Alabama
$68K – – –
PMFA
682
Plante Moran Financial Advisors
Michigan
$65K – – –
CFA
683
Carroll Financial Associates
North Carolina
$62K -$779 -15 -1%
ST
684
Smithfield Trust
Pennsylvania
$62K – – –
FPS
685
Fieldpoint Private Securities
Connecticut
$61K – – –
SIAS
686
Shine Investment Advisory Services
Colorado
$58K +$3.06K +59 +6%
FGAM
687
Financial Gravity Asset Management
Texas
$55K -$14.1K -271 -20%
ADL
688
Asset Dedication LLC
California
$55K – – –
CIA
689
CSat Investment Advisory
Michigan
$55K +$42.9K +826 +343%
RCAG
690
Rehmann Capital Advisory Group
Michigan
$54.1K -$14.6K -281 -21%
DWA
691
Dougherty Wealth Advisers
Minnesota
$53K – – –
CB
692
CNB Bank
Pennsylvania
$51K – – –
FMB
693
Field & Main Bank
Kentucky
$51K – – –
Parallax Volatility Advisers
694
Parallax Volatility Advisers
California
$49K -$161K -3,105 -77%
1IA
695
1834 Investment Advisors
Wisconsin
$49K – – –
CCA
696
Catalyst Capital Advisors
New York
$47K +$6.65K +128 +16%
TL
697
TrueWealth LLC
Georgia
$47K +$8.26K +159 +21%
FMTCOCP
698
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K – – –
MSFP
699
Mark Sheptoff Financial Planning
Connecticut
$45K – – –
WPW
700
Winthrop Partners - WNY
New York
$41.7K – – –