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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
526
Simon Quick Advisors
New Jersey
$11K +$11.3K +129 New
GWM
527
Geneos Wealth Management
Colorado
$10K -$7.03K -80 -40%
MWM
528
Mascoma Wealth Management
New Hampshire
$10K
HR
529
Howe & Rusling
New York
$10K +$527 +6 +6%
VCM
530
Versant Capital Management
Arizona
$9K -$2.2K -25 -19%
AWM
531
Avior Wealth Management
Nebraska
$9K
SSB
532
Sandy Spring Bank
Maryland
$9K
SWMG
533
Signature Wealth Management Group
Georgia
$9K
CF
534
Centaurus Financial
California
$9K +$8.79K +100 New
CPA
535
Clear Perspective Advisors
Illinois
$9K +$8.79K +100 New
Lazard Asset Management
536
Lazard Asset Management
New York
$8K -$150K -1,711 -95%
THWM
537
Taylor Hoffman Wealth Management
Virginia
$8K
LC
538
Landaas & Company
Wisconsin
$8K +$7.47K +85 New
WTB
539
Washington Trust Bank
Washington
$7K
PFBT
540
Parkside Financial Bank & Trust
Missouri
$6K -$351 -4 -5%
LFA
541
Legacy Financial Advisors
Kentucky
$6K
ST
542
Smithfield Trust
Pennsylvania
$5K -$152K -1,729 -97%
GI
543
Gradient Investments
Minnesota
$5K -$30.3K -345 -86%
AF
544
Arrow Financial
New York
$5K
CHP
545
Cable Hill Partners
Oregon
$5K
EARNEST Partners
546
EARNEST Partners
Georgia
$5K
RWA
547
Ropes Wealth Advisors
Massachusetts
$5K
CA
548
Centerpoint Advisors
Massachusetts
$5K +$4.48K +51 New
APSP
549
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K +$4.74K +54 New
RWM
550
Raffa Wealth Management
District of Columbia
$4.62K +$3.51K +40 +400%