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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
501
Trust Company of Vermont
Vermont
$27K – – –
DWM
502
Doyle Wealth Management
Florida
$27K +$24.7K +251 New
AC
503
Avestar Capital
New York
$24K -$10.2K -104 -29%
GRP
504
Global Retirement Partners
California
$22K -$4.14K -42 -17%
RFA
505
Reilly Financial Advisors
California
$22K – – –
BWM
506
Baystate Wealth Management
Massachusetts
$22K +$99 +1 +0.5%
GWM
507
Geneos Wealth Management
Colorado
$21K -$2.27K -23 -10%
CIM
508
Contravisory Investment Management
Massachusetts
$21K – – –
CFA
509
Carroll Financial Associates
North Carolina
$21K +$1.97K +20 +11%
MAM
510
Meeder Asset Management
Ohio
$20K +$18.8K +191 New
HWA
511
Heritage Wealth Advisors
Virginia
$18.6K – – –
VCM
512
Versant Capital Management
Arizona
$18K -$4.33K -44 -20%
GAM
513
Gemmer Asset Management
California
$18K – – –
HFM
514
Hartford Financial Management
Connecticut
$18K – – –
CFB
515
Cullen/Frost Bankers
Texas
$17K -$17.9K -182 -54%
RIA
516
Realta Investment Advisors
Delaware
$17K -$1.38K -14 -8%
ACM
517
AUA Capital Management
Pennsylvania
$16K – – –
CWM
518
Cranbrook Wealth Management
Michigan
$16K – – –
HDIM
519
Hanson & Doremus Investment Management
Vermont
$14K – – –
CWA
520
Clarus Wealth Advisors
Arizona
$14K +$99 +1 +0.8%
FPFS
521
First Personal Financial Services
North Carolina
$14K +$788 +8 +6%
TPWA
522
TRUE Private Wealth Advisors
Oregon
$14K +$13.6K +138 New
RE
523
RBC Europe
United Kingdom
$13.7K – – –
BCA
524
Berman Capital Advisors
Georgia
$13K +$3.15K +32 +34%
EI
525
Ellevest Inc
New York
$12K – – –
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