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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
451
Cullen/Frost Bankers
Texas
$9K -$2.96K -39 -24%
CCA
452
Catalyst Capital Advisors
New York
$9K -$152 -2 -1%
AWM
453
AllSquare Wealth Management
New York
$9K – – –
EW
454
Evoke Wealth
California
$9K – – –
PWMG
455
Prestige Wealth Management Group
New Jersey
$8K -$6.38K -84 -44%
CB
456
Community Bank
New York
$7K – – –
HR
457
Howe & Rusling
New York
$7K – – –
SWM
458
Spire Wealth Management
Virginia
$7K – – –
ACA
459
Atlas Capital Advisors
Wyoming
$6.88K +$3.8K +50 +100%
ZB
460
Zions Bancorporation
Utah
$6K -$1.06K -14 -15%
WTC
461
WhitTier Trust Company
Nevada
$6K – – –
LC
462
Lindbrook Capital
California
$6K +$3.8K +50 +128%
CI
463
CX Institutional
Indiana
$5K -$31.2K -411 -85%
COCM
464
Charter Oak Capital Management
New Hampshire
$5K – – –
EARNEST Partners
465
EARNEST Partners
Georgia
$5K – – –
JWA
466
JFS Wealth Advisors
Pennsylvania
$5K +$5.17K +68 New
BFC
467
Bedel Financial Consulting
Indiana
$4K – – –
LWA
468
Lenox Wealth Advisors
New York
$4K – – –
BIA
469
Bell Investment Advisors
California
$4K +$4.33K +57 New
BAM
470
Barrett Asset Management
New York
$3K – – –
KTC
471
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
HI
472
Harbour Investments
Wisconsin
$3K +$2.96K +39 +780%
JWM
473
Janiczek Wealth Management
Colorado
$3K +$3.27K +43 New
FHA
474
First Horizon Advisors
Tennessee
$3K +$3.65K +48 New
RWM
475
Raffa Wealth Management
District of Columbia
$2.13K – – –