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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
AllSquare Wealth Management
New York
$10K – – –
EW
477
Evoke Wealth
California
$10K – – –
FMII
478
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
CCA
479
Catalyst Capital Advisors
New York
$9K -$742 -11 -8%
HR
480
Howe & Rusling
New York
$8K – – –
CB
481
Community Bank
New York
$7K – – –
WTC
482
WhitTier Trust Company
Nevada
$7K – – –
BIA
483
Bell Investment Advisors
California
$7K +$2.63K +39 +68%
CA
484
Cornerstone Advisory
Maryland
$6K +$5.87K +87 New
SWA
485
Sutton Wealth Advisors
Florida
$5.29K +$3.17K +47 +188%
COCM
486
Charter Oak Capital Management
New Hampshire
$5K – – –
EARNEST Partners
487
EARNEST Partners
Georgia
$5K – – –
TFO
488
Tarbox Family Office
California
$5K +$4.58K +68 New
CWP
489
Concord Wealth Partners
Virginia
$5K +$4.99K +74 New
ACA
490
Atlas Capital Advisors
Wyoming
$4.4K -$2.7K -40 -40%
ZB
491
Zions Bancorporation
Utah
$4K -$2.09K -31 -38%
BFC
492
Bedel Financial Consulting
Indiana
$4K – – –
KTC
493
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
LWA
494
Lenox Wealth Advisors
New York
$4K – – –
MAM
495
McCarthy Asset Management
California
$4K +$1.69K +25 +100%
CA
496
CoreCap Advisors
Michigan
$4K +$3.37K +50 New
EDRH
497
Edmond de Rothschild Holding
Switzerland
$3K -$1.06M -15,745 -100%
FHA
498
First Horizon Advisors
Tennessee
$3K -$674 -10 -21%
BAM
499
Byrne Asset Management
New Jersey
$3K +$2.36K +35 New
PMFA
500
Plante Moran Financial Advisors
Michigan
$3K +$2.63K +39 New