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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
576
AUA Capital Management
Pennsylvania
$13K – – –
RFS
577
Rockefeller Financial Services
New York
$13K – – –
VCM
578
Versant Capital Management
Arizona
$12K +$469 +5 +4%
STA
579
Summit Trail Advisors
New York
$12K +$11.9K +127 New
SIS
580
Sound Income Strategies
Florida
$12K +$12K +128 New
RE
581
RBC Europe
United Kingdom
$11.8K – – –
ACM
582
Armbruster Capital Management
New York
$11K – – –
BRC
583
Bell Rock Capital
Delaware
$11K +$11.3K +120 New
MWM
584
Mascoma Wealth Management
New Hampshire
$10K – – –
PMFA
585
Plante Moran Financial Advisors
Michigan
$10K – – –
BWA
586
BDO Wealth Advisors
Florida
$10K +$1.13K +12 +12%
KA
587
Kaizen Advisory
Illinois
$10K +$10.7K +114 New
AWM
588
Avior Wealth Management
Nebraska
$9K – – –
SSB
589
Sandy Spring Bank
Maryland
$9K – – –
SWMG
590
Signature Wealth Management Group
Georgia
$9K +$9.38K +100 New
TL
591
TrueWealth LLC
Georgia
$9K +$9.47K +101 New
WA
592
Winfield Associates
Ohio
$8K +$1.03K +11 +16%
CA
593
Calton & Associates
Florida
$8K +$8.91K +95 New
THWM
594
Taylor Hoffman Wealth Management
Virginia
$7K +$7.69K +82 New
SNT
595
Security National Trust
West Virginia
$6K – – –
CHP
596
Cable Hill Partners
Oregon
$5K – – –
IP
597
Isthmus Partners
Wisconsin
$5K – – –
MA
598
MUFG Americas
New York
$5K – – –
RCG
599
Ruggie Capital Group
Florida
$5K – – –
IBOK
600
Independence Bank of Kentucky
Kentucky
$5K +$4.69K +50 New