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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Edge Wealth Management
New York
$12K +$8.56K +130 +118%
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$11K -$11.5K -175 -45%
HCM
303
Horrell Capital Management
Arkansas
$10K – – –
PFSC
304
Peoples Financial Services Corp
Pennsylvania
$10K – – –
PWM
305
Perigon Wealth Management
California
$10K – – –
PK
306
Pflug Koory
Nebraska
$10K – – –
ST
307
Smithfield Trust
Pennsylvania
$10K – – –
TCM
308
Tradewinds Capital Management
Washington
$10K – – –
AIM
309
Acrospire Investment Management
Illinois
$10K +$13.2K +200 New
CFA
310
Carroll Financial Associates
North Carolina
$10K +$13.2K +200 New
IWM
311
IHT Wealth Management
Illinois
$10K +$13.2K +200 New
SWA
312
Sutton Wealth Advisors
Florida
$9.03K – – –
WTC
313
WhitTier Trust Company
Nevada
$9K – – –
QAM
314
QCI Asset Management
New York
$9K +$8.56K +130 +325%
VCM
315
Versant Capital Management
Arizona
$7K -$461 -7 -4%
KF
316
Krilogy Financial
Missouri
$7K – – –
WAM
317
Wealthspire Advisors (Maryland)
Maryland
$6K -$4.94K -75 -39%
CBT
318
Central Bank & Trust
Kentucky
$6K – – –
CIA
319
Cascade Investment Advisors
Oregon
$5.19K -$6.58K -100 -50%
NFG
320
Next Financial Group
Texas
$5K -$6.58K -100 -50%
BAM
321
Barrett Asset Management
New York
$5K – – –
JCM
322
Jacobi Capital Management
Pennsylvania
$5K – – –
MCM
323
Manchester Capital Management
Vermont
$5K – – –
PMFA
324
Plante Moran Financial Advisors
Michigan
$5K – – –
WA
325
WFG Advisors
Texas
$5K – – –