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Name Holding Trade Value Shares
Change
Change in
Stake
PW
701
Price Wealth
Texas
$13K
GSWM
702
Golden State Wealth Management
California
$13K +$14.9K +545 New
AIM
703
Advantage Investment Management
Iowa
$12K -$49.6K -1,810 -79%
MIM
704
Macroview Investment Management
Maryland
$12K
GAM
705
Gemmer Asset Management
California
$12K +$3.51K +128 +36%
RE
706
RBC Europe
United Kingdom
$11.1K -$32.9K -1,200 -73%
CYG
707
Clean Yield Group
Vermont
$11K
MA
708
MCF Advisors
Kentucky
$11K
MCM
709
MV Capital Management
Maryland
$11K +$5.97K +218 +92%
CBT
710
Capital Bank & Trust
California
$10K -$35.6K -1,300 -76%
EWM
711
Edge Wealth Management
New York
$10K
SNT
712
Security National Trust
West Virginia
$10K
SPL
713
Smart Portfolios LLC
Washington
$10K +$3.86K +141 +51%
HWA
714
Heritage Wealth Advisors
Virginia
$9.99K
BWM
715
Baystate Wealth Management
Massachusetts
$9K
CB
716
Community Bank
New York
$9K
GWS
717
Glassman Wealth Services
Virginia
$9K +$9.15K +334 +815%
HR
718
Howe & Rusling
New York
$8K -$18.4K -673 -68%
WCM
719
WealthBridge Capital Management
Ohio
$8K -$4.79K -175 -37%
TWA
720
TCI Wealth Advisors
Arizona
$8K -$603 -22 -6%
First Manhattan
721
First Manhattan
New York
$8K
YWP
722
YorkBridge Wealth Partners
New York
$8K
VCM
723
Versant Capital Management
Arizona
$8K +$4.22K +154 +87%
HCA
724
Horan Capital Advisors
Ohio
$8K +$8.49K +310 New
PWM
725
PRW Wealth Management
Massachusetts
$7K -$301 -11 -4%