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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
476
Integrated Investment Consultants
Michigan
$121K – – –
PFO
477
Pathstone Family Office
New Jersey
$103K +$101K +3,027 New
KPCM
478
Kings Point Capital Management
New York
$102K – – –
YWP
479
YorkBridge Wealth Partners
New York
$102K +$18.7K +559 +25%
CS
480
Credential Securities
$100K -$301 -9 -0.3%
TCOV
481
Trust Company of Vermont
Vermont
$97K +$10.9K +325 +13%
ASN
482
Advisory Services Network
Georgia
$94K +$92.5K +2,769 New
MCM
483
Manchester Capital Management
Vermont
$93K – – –
CIM
484
Contravisory Investment Management
Massachusetts
$80K +$50.4K +1,507 +180%
Northwestern Mutual Wealth Management
485
Northwestern Mutual Wealth Management
Wisconsin
$73K -$12K -358 -14%
GBBWRPM
486
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$61K – – –
GEA
487
Glen Eagle Advisors
New Jersey
$58.5K – – –
SFG
488
SevenBridge Financial Group
Pennsylvania
$58K -$88.7K -2,654 -60%
WTB
489
Washington Trust Bank
Washington
$58K +$18.9K +567 +50%
HCA
490
Harbour Capital Advisors
Virginia
$54.4K +$53.5K +1,600 New
AIM
491
Advantage Investment Management
Iowa
$53K – – –
SPIA
492
Steward Partners Investment Advisory
New York
$50K -$20.5K -614 -29%
IWM
493
IHT Wealth Management
Illinois
$47K -$5.01K -150 -10%
CG
494
Cutler Group
California
$44K -$1.27M -38,088 -97%
LNB
495
Ledyard National Bank
$44K +$43.4K +1,300 New
NFG
496
Next Financial Group
Texas
$43K +$9.19K +275 +31%
RFWA
497
RPg Family Wealth Advisory
Massachusetts
$42.5K – – –
GLI
498
Guardian Life Insurance
New York
$42K -$668 -20 -2%
EA
499
Edge Advisors
Georgia
$36K – – –
RIM
500
Rampart Investment Management
Connecticut
$31K +$30.1K +902 New