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Name Holding Trade Value Shares
Change
Change in
Stake
FM
326
Forward Management
California
$10K – – –
KTC
327
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
Schroder Investment Management Group
328
Schroder Investment Management Group
United Kingdom
$9K – – –
HPBT
329
High Point Bank & Trust
North Carolina
$8K – – –
NCM
330
Nelson Capital Management
California
$8K – – –
GI
331
Gradient Investments
Minnesota
$8K +$1.52K +43 +26%
WTB
332
Washington Trust Bank
Washington
$7K – – –
RWM
333
Raffa Wealth Management
District of Columbia
$6.51K – – –
TFO
334
Tarbox Family Office
California
$6K – – –
SPIA
335
Steward Partners Investment Advisory
New York
$6K +$5.88K +166 New
OFW
336
Omnia Family Wealth
Florida
$5K +$5.25K +148 New
AF
337
Allworth Financial
California
$4K – – –
EWM
338
Edge Wealth Management
New York
$4K – – –
TCOV
339
Trust Company of Vermont
Vermont
$4K – – –
VNA
340
Valley National Advisers
Pennsylvania
$4K – – –
BWM
341
Baystate Wealth Management
Massachusetts
$4K +$4.29K +121 New
SWA
342
Sutton Wealth Advisors
Florida
$3.25K +$3.19K +90 New
GBT
343
Grove Bank & Trust
Florida
$3K +$2.73K +77 New
TFA
344
Transamerica Financial Advisors
Florida
$3K +$2.73K +77 New
DAM
345
Delta Asset Management
Tennessee
$2K – – –
NFG
346
Next Financial Group
Texas
$2K – – –
BBHC
347
Brown Brothers Harriman & Co
New York
$2K +$2.06K +58 New
WOC
348
West Oak Capital
California
$563 – – –
NMC
349
Nine Masts Capital
Hong Kong
– -$17.2M -517,284 Closed
OMC
350
Old Mission Capital
Illinois
– -$5.51M -162,207 Closed