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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
601
Adirondack Trust Company
New York
$10K – – –
PCTC
602
Perkins Coie Trust Company
Washington
$10K – – –
WT
603
Whittier Trust
California
$10K – – –
FWM
604
Focused Wealth Management
New York
$9K -$8.32K -528 -51%
PFBT
605
Parkside Financial Bank & Trust
Missouri
$9K +$1.25K +79 +19%
CFN
606
Cordasco Financial Network
Florida
$9K +$7.74K +491 New
EF
607
Empirical Finance
Pennsylvania
$8K +$6.1K +387 New
MWM
608
MinichMacGregor Wealth Management
New York
$7K – – –
SSB
609
Sandy Spring Bank
Maryland
$6K – – –
FPFS
610
First Personal Financial Services
North Carolina
$6K +$5.36K +340 New
AssetMark Inc
611
AssetMark Inc
California
$5K – – –
CTB
612
Country Trust Bank
Illinois
$5K – – –
JCM
613
Jacobi Capital Management
Pennsylvania
$4K -$3.6K -228 -53%
TFO
614
Tarbox Family Office
California
$4K -$110 -7 -3%
ACS
615
Archford Capital Strategies
Illinois
$4K – – –
FMII
616
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
KF
617
Krilogy Financial
Missouri
$4K +$16 +1 +0.5%
MBT
618
Monroe Bank & Trust
Michigan
$4K +$3.09K +196 New
OFW
619
Omnia Family Wealth
Florida
$4K +$3.71K +235 New
AWM
620
Avior Wealth Management
Nebraska
$3K +$2.55K +162 New
FAN
621
Financial Advisors Network
California
$2.48K +$2.16K +137 New
EWM
622
Evercore Wealth Management
New York
$2K -$23.3K -1,479 -94%
TWA
623
TCI Wealth Advisors
Arizona
$2K -$173 -11 -11%
BWA
624
Burt Wealth Advisors
Maryland
$2K – – –
GAM
625
Gemmer Asset Management
California
$2K – – –