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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
326
Contravisory Investment Management
Massachusetts
$12K +$12.7K +337 New
QAM
327
QCI Asset Management
New York
$10K -$376 -10 -4%
BC
328
Bartlett & Co
Ohio
$10K
FM
329
Forward Management
California
$10K
NCM
330
Nelson Capital Management
California
$8K
WTB
331
Washington Trust Bank
Washington
$7K
OFW
332
Omnia Family Wealth
Florida
$6K
TFO
333
Tarbox Family Office
California
$6K
NFG
334
Next Financial Group
Texas
$6K +$3.53K +94 +174%
FCMT
335
Founders Capital Management (Texas)
Texas
$6K +$5.75K +153 New
KTC
336
Kistler-Tiffany Companies
Pennsylvania
$4K -$5.22K -139 -58%
EWM
337
Edge Wealth Management
New York
$4K
VNA
338
Valley National Advisers
Pennsylvania
$4K
HMS
339
Hanseatic Management Services
New Mexico
$4K +$3.83K +102 New
SWA
340
Sutton Wealth Advisors
Florida
$3.31K
GBT
341
Grove Bank & Trust
Florida
$3K
DAM
342
Delta Asset Management
Tennessee
$3K +$1.17K +31 +55%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.69K +45 New
TSW
344
Thompson Siegel & Walmsley
Virginia
$2K +$1.73K +46 New
WAS
345
Winch Advisory Services
Wisconsin
$2K +$2.25K +60 New
RFA
346
Reilly Financial Advisors
California
$1K +$526 +14 New
CTB
347
Country Trust Bank
Illinois
$1K +$1.39K +37 New
GVT
348
Genesee Valley Trust
New York
$616 -$19.6K -523 -3%
WOC
349
West Oak Capital
California
$571
Bank of Montreal
350
Bank of Montreal
Ontario, Canada
-$7.33M -205,065 Closed