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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
501
Ancora Advisors
Ohio
$24K +$25K +303 New
YWP
502
YorkBridge Wealth Partners
New York
$23K +$21.4K +259 New
SFS
503
Sowell Financial Services
Arkansas
$21K +$17.6K +213 New
CCM
504
Cribstone Capital Management
Maine
$19K – – –
FANJ
505
Financial Architects (New Jersey)
New Jersey
$19K – – –
GRP
506
Global Retirement Partners
California
$19K +$20.5K +248 New
HCC
507
Hirtle Callaghan & Co
Pennsylvania
$18K -$7.1K -86 -27%
TCOV
508
Trust Company of Vermont
Vermont
$18K – – –
WC
509
Whitnell & Co
Illinois
$17K +$18.1K +219 New
WEC
510
Winslow Evans & Crocker
Massachusetts
$16.8K -$6.93K -84 -28%
CGT
511
Capital Guardian Trust
California
$16K – – –
MMG
512
Monetary Management Group
Missouri
$16K – – –
NC
513
NewSquare Capital
Pennsylvania
$16K – – –
RFA
514
Reilly Financial Advisors
California
$16K – – –
CFD
515
Creative Financial Designs
Indiana
$16K +$16.5K +200 New
HFM
516
Hartford Financial Management
Connecticut
$14K – – –
GAM
517
Gemmer Asset Management
California
$13K – – –
CWM
518
Cranbrook Wealth Management
Michigan
$12K – – –
SSB
519
Sandy Spring Bank
Maryland
$11K +$3.22K +39 +39%
WAM
520
Wealthspire Advisors (Maryland)
Maryland
$11K +$7.02K +85 +160%
WA
521
Winfield Associates
Ohio
$11K +$7.76K +94 +214%
ACM
522
AUA Capital Management
Pennsylvania
$11K +$12.1K +147 New
FPFS
523
First Personal Financial Services
North Carolina
$10K – – –
PFBT
524
Parkside Financial Bank & Trust
Missouri
$9K – – –
VCM
525
Versant Capital Management
Arizona
$9K +$83 +1 +0.8%
19 20
21
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