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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1651
Parasol Investment Management
Illinois
$88K -$158K -1,030 -65%
CP
1652
Corbenic Partners
Pennsylvania
$87K -$36.8K -240 -30%
FPS
1653
Fieldpoint Private Securities
Connecticut
$87K +$83.4K +544 New
GAM
1654
Gemmer Asset Management
California
$85K – – –
ACM
1655
AUA Capital Management
Pennsylvania
$83K – – –
MWM
1656
Mascoma Wealth Management
New Hampshire
$77K – – –
SAM
1657
Solaris Asset Management
New York
$77K – – –
PFO
1658
Pathstone Family Office
New Jersey
$76K +$72.7K +474 New
BRC
1659
Bell Rock Capital
Delaware
$74K +$614 +4 +0.9%
CBT
1660
Central Bank & Trust
Kentucky
$73K -$10.3K -67 -13%
GWS
1661
Glassman Wealth Services
Virginia
$70K – – –
IDBONY
1662
Israel Discount Bank of New York
New York
$67K -$84.8K -553 -57%
SAC
1663
Smith Affiliated Capital
New York
$62.2K – – –
GRP
1664
Global Retirement Partners
California
$62K -$27.1K -177 -31%
LYV
1665
Live Your Vision
Pennsylvania
$62K – – –
NCM
1666
New Capital Management
Texas
$58K – – –
WP
1667
WealthPLAN Partners
Nebraska
$57.8K +$55.5K +362 New
MIP
1668
Mondrian Investment Partners
United Kingdom
$57K – – –
CFD
1669
Creative Financial Designs
Indiana
$51K -$8.28K -54 -15%
CPA
1670
Clear Perspective Advisors
Illinois
$51K – – –
CCA
1671
Catalyst Capital Advisors
New York
$49K -$1.91M -12,444 -98%
EWM
1672
Edge Wealth Management
New York
$48K – – –
RWM
1673
Raffa Wealth Management
District of Columbia
$45.9K +$2.15K +14 +5%
WCM
1674
Wealthcare Capital Management
Virginia
$44K +$153 +1 +0.4%
PSC
1675
Prentiss Smith & Co
Vermont
$42K – – –