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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
551
Advisory Services Network
Georgia
$29K -$5.72K -158 -17%
CAW
552
Cornerstone Advisors (Washington)
Washington
$29K
EWM
553
Evercore Wealth Management
New York
$29K
MIFH
554
Migdal Insurance & Financial Holdings
Israel
$26K +$7.27K +201 +40%
GAM
555
Gemmer Asset Management
California
$25K +$10.9K +300 +80%
QCG
556
Quadrant Capital Group
Ohio
$24K
TWA
557
TCI Wealth Advisors
Arizona
$24K +$19.9K +550 +509%
CTC
558
Central Trust Company
Missouri
$23K -$34.3K -948 -60%
LWM
559
Lenox Wealth Management
Ohio
$22K
YWP
560
YorkBridge Wealth Partners
New York
$20K -$25.4K -701 -54%
AssetMark Inc
561
AssetMark Inc
California
$18K -$23K -635 -57%
BBHC
562
Brown Brothers Harriman & Co
New York
$18K +$17.7K +490 New
SSB
563
Sandy Spring Bank
Maryland
$17K +$16.1K +445 New
SIS
564
Sound Income Strategies
Florida
$16K +$17.5K +483 New
BL
565
Balentine LLC
Georgia
$15K
JCM
566
Jacobi Capital Management
Pennsylvania
$15K
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$15K +$941 +26 +7%
KA
568
Kaizen Advisory
Illinois
$15K +$14.8K +410 New
BWM
569
Baystate Wealth Management
Massachusetts
$14K -$4.27K -118 -24%
WPA
570
West Paces Advisors
Georgia
$13.5K
PMFA
571
Plante Moran Financial Advisors
Michigan
$13K +$109 +3 +0.9%
GFP
572
Gryphon Financial Partners
Ohio
$12K +$11.5K +319 New
DCM
573
Delpha Capital Management
New York
$12K +$12.2K +336 New
PK
574
Pflug Koory
Nebraska
$11K
VNA
575
Valley National Advisers
Pennsylvania
$11K