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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
526
Tortoise Investment Management
New York
$11K – – –
WAM
527
Wealthspire Advisors (Maryland)
Maryland
$10K +$505 +16 +5%
GWM
528
Geneos Wealth Management
Colorado
$9K -$8.27K -262 -46%
GBT
529
Grove Bank & Trust
Florida
$9K – – –
MCA
530
Mercer Capital Advisers
New Jersey
$9K – – –
VFA
531
Virtus Fund Advisers
Connecticut
$9K – – –
CCM
532
Cribstone Capital Management
Maine
$9K +$9.46K +300 New
CAW
533
Cornerstone Advisors (Washington)
Washington
$8K – – –
WEC
534
Winslow Evans & Crocker
Massachusetts
$7.58K +$32 +1 +0.4%
HR
535
Howe & Rusling
New York
$6K -$2.74K -87 -30%
BBHC
536
Brown Brothers Harriman & Co
New York
$6K – – –
GAM
537
Gemmer Asset Management
California
$6K – – –
TFO
538
Tarbox Family Office
California
$6K – – –
PRS
539
Pinkerton Retirement Specialists
Idaho
$6K +$5.74K +182 New
MCM
540
McKinley Capital Management
Alaska
$6K +$5.99K +190 New
ACS
541
Archford Capital Strategies
Illinois
$6K +$6.56K +208 New
BAM
542
Bruderman Asset Management
New York
$6K +$6.56K +208 New
NFG
543
Next Financial Group
Texas
$5K – – –
DBT
544
Dubuque Bank & Trust
Iowa
$5K +$5.43K +172 New
AF
545
Allworth Financial
California
$4K – – –
MFW
546
Mosaic Family Wealth
Missouri
$4K – – –
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
OC
548
Oakworth Capital
Alabama
$3K – – –
UMA
549
USA Mutuals Advisors
Texas
$3K – – –
VNA
550
Valley National Advisers
Pennsylvania
$3K – – –