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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
726
MinichMacGregor Wealth Management
New York
$21K – – –
CAW
727
Cornerstone Advisors (Washington)
Washington
$20K – – –
OAM
728
Oppenheimer Asset Management
New York
$20K +$19.1K +178 New
PS
729
Portfolio Solutions
Michigan
$20K +$19.2K +179 New
SHJ
730
Sharkey, Howes & Javer
Colorado
$18K – – –
ACM
731
Armbruster Capital Management
New York
$17K – – –
WP
732
WealthPLAN Partners
Nebraska
$16.9K +$16.6K +155 New
TF
733
Tompkins Financial
New York
$16K -$7.93K -74 -33%
WIM
734
Westside Investment Management
California
$15.1K +$2.9K +27 +24%
FMII
735
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
RI
736
Redwood Investments
Massachusetts
$14K – – –
EDRH
737
Edmond de Rothschild Holding
Switzerland
$14K +$13.3K +124 New
CCMW
738
Cypress Capital Management (Wyoming)
Wyoming
$12.6K – – –
FFC
739
First Financial Corp
Indiana
$11K – – –
MFW
740
Mosaic Family Wealth
Missouri
$11K – – –
WB
741
Webster Bank
Connecticut
$11K – – –
GWA
742
Guidant Wealth Advisors
Illinois
$10K – – –
LA
743
Legacy Advisors
Pennsylvania
$10K – – –
CHC
744
City Holding Co
West Virginia
$9K – – –
LWA
745
Lowe Wealth Advisors
Maryland
$9K – – –
SIA
746
Sit Investment Associates
Minnesota
$9K – – –
WPA
747
West Paces Advisors
Georgia
$8.19K -$536 -5 -6%
AC
748
Alexandria Capital
Virginia
$8K – – –
HCM
749
Highlander Capital Management
New Jersey
$8K – – –
M
750
MOTCO
Texas
$8K – – –