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Name Holding Trade Value Shares
Change
Change in
Stake
TSW
676
Thompson Siegel & Walmsley
Virginia
$42K – – –
OSNBOA
677
Old Second National Bank of Aurora
Illinois
$38K +$14.8K +280 +67%
ACS
678
Archford Capital Strategies
Illinois
$37K +$36.1K +686 New
SWA
679
Sutton Wealth Advisors
Florida
$36.4K – – –
JFGIW
680
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K -$40.9K -776 -56%
FWM
681
Focused Wealth Management
New York
$34K -$20.5K -390 -39%
HFM
682
Hartford Financial Management
Connecticut
$34K – – –
KF
683
Krilogy Financial
Missouri
$32K +$14.2K +269 +86%
SBL
684
Sargent Bickham Lagudis
Colorado
$32K +$16.4K +312 +114%
APSP
685
Asset Planning Services (Pennsylvania)
Pennsylvania
$31K +$738 +14 +3%
AIM
686
Acrospire Investment Management
Illinois
$30K – – –
KA
687
Klingman & Associates
New York
$30K – – –
CWM
688
Cranbrook Wealth Management
Michigan
$28K – – –
ZB
689
Zions Bancorporation
Utah
$27K -$13.4K -255 -34%
WA
690
Winfield Associates
Ohio
$27K +$632 +12 +2%
ARMC
691
American Research & Management Company
Massachusetts
$26K – – –
EDRH
692
Edmond de Rothschild Holding
Switzerland
$25K – – –
EDRS
693
Edmond de Rothschild (Suisse)
Switzerland
$25K – – –
TA
694
Teachers Advisors
New York
$25K – – –
HCM
695
Highlander Capital Management
New Jersey
$23K – – –
BlackRock
696
BlackRock
New York
$22K -$4.21K -80 -17%
AWMS
697
Advocacy Wealth Management Services
Georgia
$22K -$579 -11 -3%
WRM
698
Westport Resources Management
Connecticut
$22K +$7.01K +133 +48%
PFO
699
Pathstone Family Office
New Jersey
$21K – – –
ACM
700
Armbruster Capital Management
New York
$20K -$843 -16 -4%