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Name Holding Trade Value Shares
Change
Change in
Stake
FC
551
Ferris Capital
Massachusetts
$12K
TL
552
TrueWealth LLC
Georgia
$10K
WEC
553
Winslow Evans & Crocker
Massachusetts
$10K
TDC
554
Thompson Davis & Co
Virginia
$10K +$38 +1 +0.4%
CFG
555
Citizens Financial Group
Rhode Island
$10K +$10.8K +280 New
CWM
556
Catamount Wealth Management
Connecticut
$9K
TFO
557
Tarbox Family Office
California
$9K
WSTAM
558
Wilbanks Smith & Thomas Asset Management
Virginia
$9K +$9.19K +239 New
BAM
559
Bruderman Asset Management
New York
$8K
GAM
560
Gemmer Asset Management
California
$8K
PFBT
561
Parkside Financial Bank & Trust
Missouri
$7K -$461 -12 -6%
DBT
562
Dubuque Bank & Trust
Iowa
$7K
LFA
563
Legacy Financial Advisors
Kentucky
$7K
WA
564
WealthTrust-Arizona
Arizona
$7K
VFA
565
Valeo Financial Advisors
Indiana
$7K +$5.38K +140 +133%
BBHC
566
Brown Brothers Harriman & Co
New York
$7K +$7.46K +194 New
Schroder Investment Management Group
567
Schroder Investment Management Group
United Kingdom
$7K +$7.62K +198 New
AF
568
Allworth Financial
California
$5K
RFA
569
Reilly Financial Advisors
California
$5K
FMII
570
Farmers & Merchants Investments Inc
Nebraska
$5K +$423 +11 +9%
SWA
571
Sutton Wealth Advisors
Florida
$4.25K -$10.7K -279 -71%
WPA
572
West Paces Advisors
Georgia
$4.21K
ACS
573
Archford Capital Strategies
Illinois
$4K
APSP
574
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K
CCM
575
Cribstone Capital Management
Maine
$4K