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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
526
Wealthspire Advisors (Maryland)
Maryland
$10K +$505 +16 +5%
GWM
527
Geneos Wealth Management
Colorado
$9K -$8.27K -262 -46%
GBT
528
Grove Bank & Trust
Florida
$9K
MCA
529
Mercer Capital Advisers
New Jersey
$9K
VFA
530
Virtus Fund Advisers
Connecticut
$9K
CCM
531
Cribstone Capital Management
Maine
$9K +$9.46K +300 New
CAW
532
Cornerstone Advisors (Washington)
Washington
$8K
WEC
533
Winslow Evans & Crocker
Massachusetts
$7.58K +$32 +1 +0.4%
HR
534
Howe & Rusling
New York
$6K -$2.74K -87 -30%
BBHC
535
Brown Brothers Harriman & Co
New York
$6K
GAM
536
Gemmer Asset Management
California
$6K
TFO
537
Tarbox Family Office
California
$6K
PRS
538
Pinkerton Retirement Specialists
Idaho
$6K +$5.74K +182 New
MCM
539
McKinley Capital Management
Alaska
$6K +$5.99K +190 New
ACS
540
Archford Capital Strategies
Illinois
$6K +$6.56K +208 New
BAM
541
Bruderman Asset Management
New York
$6K +$6.56K +208 New
NFG
542
Next Financial Group
Texas
$5K
DBT
543
Dubuque Bank & Trust
Iowa
$5K +$5.43K +172 New
AF
544
Allworth Financial
California
$4K
MFW
545
Mosaic Family Wealth
Missouri
$4K
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$3K
OC
547
Oakworth Capital
Alabama
$3K
UMA
548
USA Mutuals Advisors
Texas
$3K
VNA
549
Valley National Advisers
Pennsylvania
$3K
OSAM
550
O'Shaughnessy Asset Management
Connecticut
$3K +$1.2K +38 +64%