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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
526
Pathstone Family Office
New Jersey
$24K +$21K +204 +4,080%
CBT
527
Capital Bank & Trust
California
$23K +$21.4K +208 New
CFD
528
Creative Financial Designs
Indiana
$22K – – –
MMG
529
Monetary Management Group
Missouri
$22K – – –
RFA
530
Reilly Financial Advisors
California
$22K – – –
HCC
531
Hirtle Callaghan & Co
Pennsylvania
$20K -$4.54K -44 -19%
GAM
532
Gemmer Asset Management
California
$19K – – –
HFM
533
Hartford Financial Management
Connecticut
$19K – – –
GWA
534
Guidant Wealth Advisors
Illinois
$18K +$17.4K +169 New
CWM
535
Cranbrook Wealth Management
Michigan
$17K – – –
PCM
536
Prelude Capital Management
New York
$16K -$171K -1,658 -92%
ACM
537
AUA Capital Management
Pennsylvania
$16K – – –
CFA
538
Carroll Financial Associates
North Carolina
$16K +$15.4K +149 New
VCM
539
Versant Capital Management
Arizona
$14K +$103 +1 +0.8%
ACM
540
Armbruster Capital Management
New York
$14K +$12.6K +122 New
VWA
541
V Wealth Advisors
Kansas
$13K +$12K +116 New
MA
542
MUFG Americas
New York
$13K +$12.1K +117 New
MWM
543
Mascoma Wealth Management
New Hampshire
$12K – – –
PFBT
544
Parkside Financial Bank & Trust
Missouri
$12K – – –
PMFA
545
Plante Moran Financial Advisors
Michigan
$12K – – –
AC
546
Alexandria Capital
Virginia
$12K +$103 +1 +0.9%
AWM
547
Avior Wealth Management
Nebraska
$11K – – –
MRCM
548
M&R Capital Management
New Jersey
$11K – – –
SSB
549
Sandy Spring Bank
Maryland
$11K – – –
BWA
550
BDO Wealth Advisors
Florida
$11K +$10.4K +101 New