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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
701
Cribstone Capital Management
Maine
$14K – – –
WOC
702
West Oak Capital
California
$12.4K -$15.1K -532 -50%
SFFS
703
Stonehage Fleming Financial Services
Jersey
$12K -$1.02M -36,000 -99%
CAW
704
Cornerstone Advisors (Washington)
Washington
$12K -$11.5K -406 -45%
EWM
705
Edge Wealth Management
New York
$12K +$14.2K +500 New
VWA
706
V Wealth Advisors
Kansas
$12K +$14.2K +500 New
OFW
707
Omnia Family Wealth
Florida
$11K +$1.93K +68 +16%
FC
708
Ferris Capital
Massachusetts
$11K +$13.2K +464 New
APSP
709
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
SPIA
710
Steward Partners Investment Advisory
New York
$9K -$129K -4,553 -91%
SNT
711
Security National Trust
West Virginia
$9K +$11.3K +400 New
GAM
712
Gemmer Asset Management
California
$8K +$1.73K +61 +21%
WA
713
WFG Advisors
Texas
$8K +$8.51K +300 +938%
PCP
714
Proficio Capital Partners
Massachusetts
$7K -$22K -777 -73%
TDC
715
Thompson Davis & Co
Virginia
$7K -$7.77K -274 -47%
GBBWRPM
716
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K – – –
BWM
717
Baystate Wealth Management
Massachusetts
$7K +$28 +1 +0.3%
WPA
718
West Paces Advisors
Georgia
$6.06K – – –
PFBT
719
Parkside Financial Bank & Trust
Missouri
$6K -$1.02K -36 -11%
MFW
720
Mosaic Family Wealth
Missouri
$5K -$240K -8,477 -98%
WA
721
Winfield Associates
Ohio
$5K -$8.94K -315 -62%
FIB
722
First Interstate Bank
Montana
$5K – – –
AW
723
Alpha Windward
Massachusetts
$5K +$964 +34 +19%
CPIG
724
Chicago Partners Investment Group
Illinois
$5K +$6.58K +232 New
CB
725
Community Bank
New York
$4K – – –