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Name Holding Trade Value Shares
Change
Change in
Stake
M
801
MOTCO
Texas
$20K +$19.5K +984 New
CYG
802
Clean Yield Group
Vermont
$19K -$9.89K -500 -36%
EARNEST Partners
803
EARNEST Partners
Georgia
$18K
WAS
804
Winch Advisory Services
Wisconsin
$18K +$514 +26 +3%
SWA
805
Sutton Wealth Advisors
Florida
$17.5K +$1.9K +96 +13%
GI
806
Gradient Investments
Minnesota
$17K -$11.2K -565 -41%
EI
807
Ellevest Inc
New York
$17K -$1.39K -70 -8%
1IA
808
1834 Investment Advisors
Wisconsin
$17K
TSW
809
Thompson Siegel & Walmsley
Virginia
$17K
SSB
810
Sandy Spring Bank
Maryland
$17K +$6.59K +333 +71%
SCA
811
Stonebridge Capital Advisors
Minnesota
$17K +$15.8K +800 New
IFAM
812
Institutional & Family Asset Management
Colorado
$14K -$43.2K -2,183 -76%
TFO
813
Tarbox Family Office
California
$14K -$40 -2 -0.3%
CFG
814
Citizens Financial Group
Rhode Island
$13K -$5.1K -258 -29%
RWG
815
Regal Wealth Group
California
$13K -$4.57K -231 -27%
FMP
816
Financial Management Professionals
Texas
$13K
JIR
817
James Investment Research
Ohio
$13K
ONST
818
Old North State Trust
North Carolina
$13K
ETI
819
Enterprise Trust & Investment
California
$13K +$12.3K +624 New
FCH
820
Freestone Capital Holdings
Washington
$12.3K -$6.98M -353,067 -37%
AOWM
821
Alpha Omega Wealth Management
Virginia
$12K
PMFA
822
Plante Moran Financial Advisors
Michigan
$11K
FCA
823
FinTrust Capital Advisors
South Carolina
$10K -$29K -1,466 -76%
CCM
824
Cribstone Capital Management
Maine
$10K -$17K -860 -65%
CFD
825
Creative Financial Designs
Indiana
$10K