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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
526
Next Financial Group
Texas
$13K +$13K +306 New
WT
527
Whittier Trust
California
$12K -$36.6K -858 -75%
SA
528
SRH Advisors
Kansas
$12K
VCM
529
Versant Capital Management
Arizona
$12K
FCH
530
Freestone Capital Holdings
Washington
$11.8K +$12.3K +288 New
AWM
531
AllSquare Wealth Management
New York
$11K
EI
532
Ellevest Inc
New York
$10K -$1.66K -39 -14%
CAL
533
Capital Advisors Ltd
Ohio
$10K
CHC
534
City Holding Co
West Virginia
$10K
HIA
535
Harbor Investment Advisory
Maryland
$10K
TFO
536
Tarbox Family Office
California
$10K
SGAM
537
Smith Group Asset Management
Texas
$10K +$10.2K +240 New
RIM
538
Rampart Investment Management
Connecticut
$9K -$260K -6,105 -96%
EW
539
Evoke Wealth
California
$9K
SL
540
Savior LLC
Massachusetts
$9K
BWA
541
Burt Wealth Advisors
Maryland
$8K
SLF
542
Sun Life Financial
Ontario, Canada
$8K
WPA
543
West Paces Advisors
Georgia
$7.36K
TFGT
544
TS Financial Group (TSFG)
Illinois
$7K -$256 -6 -3%
FMII
545
Farmers & Merchants Investments Inc
Nebraska
$7K
TF
546
Tompkins Financial
New York
$7K
SIS
547
Sound Income Strategies
Florida
$7K +$7.42K +174 New
ATC
548
Adirondack Trust Company
New York
$6K
CAL
549
Capital Analysts LLC
Pennsylvania
$6K
FMP
550
Financial Management Professionals
Texas
$6K