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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
501
Cribstone Capital Management
Maine
$19K
FANJ
502
Financial Architects (New Jersey)
New Jersey
$19K
GRP
503
Global Retirement Partners
California
$19K +$20.5K +248 New
HCC
504
Hirtle Callaghan & Co
Pennsylvania
$18K -$7.1K -86 -27%
TCOV
505
Trust Company of Vermont
Vermont
$18K
WC
506
Whitnell & Co
Illinois
$17K +$18.1K +219 New
WEC
507
Winslow Evans & Crocker
Massachusetts
$16.8K -$6.93K -84 -28%
CGT
508
Capital Guardian Trust
California
$16K
MMG
509
Monetary Management Group
Missouri
$16K
NC
510
NewSquare Capital
Pennsylvania
$16K
RFA
511
Reilly Financial Advisors
California
$16K
CFD
512
Creative Financial Designs
Indiana
$16K +$16.5K +200 New
HFM
513
Hartford Financial Management
Connecticut
$14K
GAM
514
Gemmer Asset Management
California
$13K
CWM
515
Cranbrook Wealth Management
Michigan
$12K
SSB
516
Sandy Spring Bank
Maryland
$11K +$3.22K +39 +39%
WAM
517
Wealthspire Advisors (Maryland)
Maryland
$11K +$7.02K +85 +160%
WA
518
Winfield Associates
Ohio
$11K +$7.76K +94 +214%
ACM
519
AUA Capital Management
Pennsylvania
$11K +$12.1K +147 New
FPFS
520
First Personal Financial Services
North Carolina
$10K
PFBT
521
Parkside Financial Bank & Trust
Missouri
$9K
VCM
522
Versant Capital Management
Arizona
$9K +$83 +1 +0.8%
AWM
523
Avior Wealth Management
Nebraska
$8K
LWM
524
LBA Wealth Management
Florida
$8K
NCM
525
Nelson Capital Management
California
$8K