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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
451
Gemmer Asset Management
California
$14K
SIS
452
Sound Income Strategies
Florida
$14K +$102 +6 +0.8%
PG
453
Proffitt & Goodson
Tennessee
$13K -$72.4K -4,247 -85%
GI
454
Gradient Investments
Minnesota
$13K -$2.73K -160 -18%
GFPC
455
Global Financial Private Client
Florida
$12.7K +$12K +705 New
MCM
456
McMillion Capital Management
North Carolina
$12K
LWM
457
Lenox Wealth Management
Ohio
$11K
BWM
458
BerganKDV Wealth Management
Minnesota
$11K +$10.5K +615 New
MRCM
459
M&R Capital Management
New Jersey
$10K
VRM
460
Vectors Research Management
New York
$10K
PFBT
461
Parkside Financial Bank & Trust
Missouri
$10K +$222 +13 +2%
BCI
462
Brinker Capital Investments
Pennsylvania
$9K
SIA
463
SeaBridge Investment Advisors
New Jersey
$9K
PA
464
Procyon Advisors
Connecticut
$9K +$8.53K +500 New
RA
465
Rational Advisors
New York
$8K -$49.2K -2,884 -87%
NIM
466
NuWave Investment Management
New Jersey
$8K -$44.8K -2,625 -86%
BCA
467
Berman Capital Advisors
Georgia
$8K +$1.07K +63 +16%
CFG
468
Citizens Financial Group
Rhode Island
$8K +$2.71K +159 +60%
JCM
469
Jacobi Capital Management
Pennsylvania
$7K -$5.12K -300 -42%
TL
470
TrueWealth LLC
Georgia
$7K
M
471
Mirova
France
$7K +$7.01K +411 New
BL
472
Balentine LLC
Georgia
$6K +$154 +9 +3%
CT
473
Caldwell Trust
Florida
$5.39K +$5.12K +300 New
PK
474
Pflug Koory
Nebraska
$5K
EI
475
Ellevest Inc
New York
$5K +$1.79K +105 +61%