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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
476
Perigon Wealth Management
California
$36K -$1.13K -8 -3%
KF
477
Krilogy Financial
Missouri
$31K -$10.1K -71 -25%
ClearBridge Investments
478
ClearBridge Investments
New York
$30K +$30.3K +214 New
SSB
479
Sandy Spring Bank
Maryland
$28K
AIM
480
Advantage Investment Management
Iowa
$27K +$5.52K +39 +26%
CBT
481
Capital Bank & Trust
California
$26K +$25.6K +181 New
QCG
482
Quadrant Capital Group
Ohio
$18K
MFBTD
483
MB Financial Bank - Trust Department
Illinois
$16K -$14.2K -100 -47%
FHA
484
First Horizon Advisors
Tennessee
$15K -$991 -7 -6%
AIL
485
AGF Investments LLC
Ontario, Canada
$15K +$8.78K +62 +155%
FMII
486
Farmers & Merchants Investments Inc
Nebraska
$14K
PMFA
487
Plante Moran Financial Advisors
Michigan
$14K
MBT
488
Monroe Bank & Trust
Michigan
$13K
CHP
489
Cable Hill Partners
Oregon
$12K -$1.13K -8 -9%
IWM
490
IHT Wealth Management
Illinois
$12K +$17K +120 +124%
IP
491
Intellectus Partners
California
$10K
IP
492
Isthmus Partners
Wisconsin
$9K
RBC
493
Roble Belko & Company
Pennsylvania
$9K
Carson Wealth (CWM LLC)
494
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.5K +60 New
HS
495
Horan Securities
United States
$7K
CFD
496
Creative Financial Designs
Indiana
$7K +$7.08K +50 New
HR
497
Howe & Rusling
New York
$6K -$15.2K -107 -73%
WA
498
Winfield Associates
Ohio
$6K
DSI
499
Daiwa SB Investments
Japan
$6K +$2.83K +20 +100%
FPFS
500
First Personal Financial Services
North Carolina
$5K