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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
701
Capital Investment Advisory Services
North Carolina
$20K +$4.75K +103 +30%
GAM
702
Gemmer Asset Management
California
$20K +$8.02K +174 +59%
RWA
703
Ropes Wealth Advisors
Massachusetts
$20K +$21.5K +466 New
BWM
704
Baystate Wealth Management
Massachusetts
$19K – – –
BWA
705
Burt Wealth Advisors
Maryland
$19K – – –
CCM
706
Cribstone Capital Management
Maine
$19K – – –
NIC
707
Northwest Investment Counselors
Oregon
$19K +$20.6K +447 New
PR
708
Payden & Rygel
California
$18K – – –
GWS
709
Glassman Wealth Services
Virginia
$17K -$1.8K -39 -9%
GWA
710
Guidant Wealth Advisors
Illinois
$17K – – –
SLF
711
Sun Life Financial
Ontario, Canada
$17K +$230 +5 +1%
MAM
712
Marquette Asset Management
Minnesota
$17K +$18.3K +396 New
EW
713
Evoke Wealth
California
$14.5K +$15.5K +336 New
CWM
714
Cranbrook Wealth Management
Michigan
$14K – – –
JFA
715
JNBA Financial Advisors
Minnesota
$14K – – –
NCM
716
Nelson Capital Management
California
$14K – – –
LWANC
717
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K +$4.93K +107 +49%
CAC
718
Certified Advisory Corp
Florida
$13K -$11.5K -249 -46%
H
719
Hexavest
Quebec, Canada
$13K – – –
JFGIW
720
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K – – –
AIM
721
Anchor Investment Management
South Carolina
$12.9K – – –
AF
722
Allworth Financial
California
$12K +$12.8K +278 New
SBL
723
Sargent Bickham Lagudis
Colorado
$11K -$122K -2,641 -91%
TFO
724
Tarbox Family Office
California
$11K – – –
RE
725
RBC Europe
United Kingdom
$10.4K – – –