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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
526
Gemmer Asset Management
California
$27K +$13.9K +150 +87%
DBT
527
Dubuque Bank & Trust
Iowa
$25K +$26.5K +286 +2,383%
APP
528
Avantax Planning Partners
Iowa
$25K +$27.1K +292 New
AP
529
Arlington Partners
Alabama
$24K +$26.1K +281 New
CIBC Private Wealth Group
530
CIBC Private Wealth Group
Georgia
$23K +$1.11K +12 +5%
SCM
531
Silvant Capital Management
Georgia
$23K +$24.8K +267 New
GLI
532
Guardian Life Insurance
New York
$22K -$10K -108 -29%
VFA
533
Valeo Financial Advisors
Indiana
$22K -$5.94K -64 -20%
RIA
534
RPG Investment Advisory
California
$22K – – –
PCP
535
Proficio Capital Partners
Massachusetts
$22K +$3.06K +33 +14%
GRP
536
Global Retirement Partners
California
$21K – – –
APA
537
American Portfolios Advisors
New York
$20.4K -$140K -1,507 -86%
CB
538
Community Bank
New York
$20K – – –
TCOV
539
Trust Company of Vermont
Vermont
$20K – – –
AIS
540
AlphaOne Investment Services
Pennsylvania
$20K +$21.8K +235 New
CBT
541
Capital Bank & Trust
California
$18K – – –
RFA
542
Reilly Financial Advisors
California
$17K – – –
BWM
543
Baystate Wealth Management
Massachusetts
$17K +$18.4K +198 New
GWM
544
Geneos Wealth Management
Colorado
$16K -$10.1K -109 -35%
HAM
545
Highstreet Asset Management
Ontario, Canada
$16K +$17.8K +192 New
YWP
546
YorkBridge Wealth Partners
New York
$14K -$103K -1,110 -88%
FCFS
547
First Command Financial Services
Texas
$14K – – –
HFM
548
Hartford Financial Management
Connecticut
$14K – – –
WWMSC
549
Wagner Wealth Management (South Carolina)
South Carolina
$14K +$3.15K +34 +26%
FCB
550
First Command Bank
Texas
$14K – – –