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Name Holding Trade Value Shares
Change
Change in
Stake
FMII
776
Farmers & Merchants Investments Inc
Nebraska
$17K
SHJ
777
Sharkey, Howes & Javer
Colorado
$17K
LC
778
Lindbrook Capital
California
$17K +$17K +160 New
NPP
779
New Potomac Partners
Maryland
$16K -$969K -9,115 -98%
CAC
780
Certified Advisory Corp
Florida
$16K
BAM
781
Bruderman Asset Management
New York
$16K +$15.9K +150 New
WF
782
WealthTrust Fairport
Ohio
$15K
MPWT
783
MassMutual Private Wealth & Trust
Connecticut
$14.5K
CLOS
784
Compagnie Lombard Odier SCmA
Switzerland
$14K +$14.1K +133 New
MNBTD
785
Moody National Bank Trust Division
Texas
$13K +$12.5K +118 New
DWM
786
Doyle Wealth Management
Florida
$12K +$12.1K +114 New
APSP
787
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K
BWA
788
Burt Wealth Advisors
Maryland
$11K
CAGAS
789
Capital Advisory Group Advisory Services
Minnesota
$11K
GRP
790
Global Retirement Partners
California
$11K
LFA
791
Legacy Financial Advisors
Kentucky
$11K
MFW
792
Mosaic Family Wealth
Missouri
$11K
WB
793
Webster Bank
Connecticut
$11K
GI
794
Gradient Investments
Minnesota
$11K +$10.6K +100 New
CAM
795
Cresset Asset Management
Illinois
$11K +$11.3K +106 New
GWA
796
Guidant Wealth Advisors
Illinois
$10K -$1.06K -10 -9%
CCM
797
Covington Capital Management
California
$10K
LWA
798
Lowe Wealth Advisors
Maryland
$10K +$106 +1 +1%
CHC
799
City Holding Co
West Virginia
$9K
EARNEST Partners
800
EARNEST Partners
Georgia
$9K