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Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
601
Squar Milner Financial Services
California
$5K +$4.92K +450 New
ECM
602
Estabrook Capital Management
New York
$4.47K – – –
IAS
603
IMA Advisory Services
Colorado
$4K -$656 -60 -13%
BAM
604
Barrett Asset Management
New York
$4K – – –
FHA
605
First Horizon Advisors
Tennessee
$4K – – –
BCM
606
Brasada Capital Management
Texas
$4K +$4.26K +390 New
CWA
607
Clarus Wealth Advisors
Arizona
$3K – – –
GWS
608
Glassman Wealth Services
Virginia
$3K +$328 +30 +12%
ACM
609
Advent Capital Management
New York
$3K +$2.95K +270 New
LWA
610
Lenox Wealth Advisors
New York
$2K -$9.18K -840 -81%
AC
611
Avestar Capital
New York
$2K -$4.92K -450 -68%
GWM
612
Geneos Wealth Management
Colorado
$2K – – –
HT
613
Heritage Trust
Oklahoma
$2K – – –
TC
614
Trilogy Capital
California
$2K – – –
PCP
615
Proficio Capital Partners
Massachusetts
$2K +$547 +50 +26%
CAG
616
Csenge Advisory Group
Florida
$2K +$2.62K +240 New
SWA
617
Sutton Wealth Advisors
Florida
$1.93K – – –
RWM
618
Raffa Wealth Management
District of Columbia
$1.32K – – –
FANJ
619
Financial Architects (New Jersey)
New Jersey
$1K – – –
WF
620
WealthTrust Fairport
Ohio
$1K – – –
GTAM
621
Global Trust Asset Management
Florida
$1K +$656 +60 New
TNBTD
622
Trustmark National Bank Trust Department
Mississippi
$1K +$875 +80 New
SCM
623
Southport Capital Management
Tennessee
$1K +$1.53K +140 New
Parnassus Investments
624
Parnassus Investments
California
– -$154M -15,050,150 Closed
CIM
625
Chiron Investment Management
New York
– -$30.3M -2,958,100 Closed