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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
501
Transamerica Financial Advisors
Florida
$4K +$3.65K +48 New
BBHC
502
Brown Brothers Harriman & Co
New York
$4K +$4.48K +59 New
RWM
503
Raffa Wealth Management
District of Columbia
$3.04K – – –
BAM
504
Byrne Asset Management
New Jersey
$3K – – –
CWM
505
Curi Wealth Management
North Carolina
$3K – – –
EDRH
506
Edmond de Rothschild Holding
Switzerland
$3K – – –
HIA
507
Harbor Investment Advisory
Maryland
$3K – – –
QC
508
Quent Capital
New York
$3K +$456 +6 +18%
GKIM
509
GW&K Investment Management
Massachusetts
$3K +$532 +7 +20%
FMP
510
Financial Management Professionals
Texas
$3K +$2.66K +35 New
WT
511
Whittier Trust
California
$3K +$3.04K +40 New
BWL
512
Bogart Wealth LLC
Virginia
$3K +$3.19K +42 New
AW
513
ACG Wealth
Georgia
$3K +$3.42K +45 New
BWM
514
Baystate Wealth Management
Massachusetts
$2K – – –
CFB
515
Cullen/Frost Bankers
Texas
$2K – – –
EIP
516
Ellis Investment Partners
Pennsylvania
$2K – – –
HS
517
Horan Securities
United States
$2K – – –
JWM
518
Janiczek Wealth Management
Colorado
$2K – – –
DI
519
Disciplined Investments
Oklahoma
$2K +$532 +7 +44%
FPS
520
Fieldpoint Private Securities
Connecticut
$1K -$1.9K -25 -63%
SC
521
Sierra Capital
Florida
$1K -$1.14K -15 -48%
PCG
522
Private Capital Group
Connecticut
$1K -$152 -2 -11%
CAL
523
Capital Advisors Ltd
Ohio
$1K – – –
CIBC Private Wealth Group
524
CIBC Private Wealth Group
Georgia
$1K – – –
CAM
525
ClariVest Asset Management
California
$1K – – –