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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
551
Monetary Management Group
Missouri
$13K -$4.64K -50 -25%
CWM
552
Cranbrook Wealth Management
Michigan
$13K – – –
CIP
553
Convergence Investment Partners
Florida
$13K +$13.9K +150 New
CFA
554
Carroll Financial Associates
North Carolina
$12K -$2.13K -23 -13%
ACM
555
AUA Capital Management
Pennsylvania
$12K – – –
Rockefeller Capital Management
556
Rockefeller Capital Management
New York
$12K +$13.3K +143 New
SIS
557
Sound Income Strategies
Florida
$11K – – –
RE
558
RBC Europe
United Kingdom
$11K – – –
FANJ
559
Financial Architects (New Jersey)
New Jersey
$10K -$23.6K -254 -68%
VCM
560
Versant Capital Management
Arizona
$10K -$371 -4 -3%
BWA
561
BDO Wealth Advisors
Florida
$10K – – –
BRC
562
Bell Rock Capital
Delaware
$10K – – –
KA
563
Kaizen Advisory
Illinois
$10K – – –
TFS
564
TrustCore Financial Services
Tennessee
$10K +$11.3K +122 New
HR
565
Howe & Rusling
New York
$9K -$85.3K -919 -90%
MWM
566
Mascoma Wealth Management
New Hampshire
$9K – – –
PMFA
567
Plante Moran Financial Advisors
Michigan
$9K – – –
PFO
568
Pathstone Family Office
New Jersey
$9K +$9.65K +104 +2,080%
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$9K +$10.3K +111 New
AWM
570
Avior Wealth Management
Nebraska
$8K – – –
SSB
571
Sandy Spring Bank
Maryland
$8K – – –
SWMG
572
Signature Wealth Management Group
Georgia
$8K – – –
BCWM
573
Bartlett & Co Wealth Management
Ohio
$7.25K +$7.98K +86 New
THWM
574
Taylor Hoffman Wealth Management
Virginia
$7K – – –
BC
575
Bartlett & Co
Ohio
$7K +$7.98K +86 New