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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
601
Pathstone Family Office
New Jersey
$55K +$11.5K +1,200 +25%
AF
602
Allworth Financial
California
$54K +$8.07K +840 +16%
AIM
603
Anchor Investment Management
South Carolina
$54K
HFM
604
Hartford Financial Management
Connecticut
$53K +$50K +5,200 +743%
BBHC
605
Brown Brothers Harriman & Co
New York
$51K -$10.7K -1,110 -17%
CFN
606
Cordasco Financial Network
Florida
$48K
JWA
607
JFS Wealth Advisors
Pennsylvania
$47K
CBOA
608
Commonwealth Bank of Australia
Australia
$46K -$10.9K -1,130 -19%
PFS
609
Physicians Financial Services
North Carolina
$46K
VWM
610
Valley Wealth Managers
New Jersey
$46K +$48K +5,000 New
OAJ
611
Ogorek Anthony Joseph
New York
$43K
AWM
612
AllSquare Wealth Management
New York
$42K
DAM
613
Delta Asset Management
Tennessee
$42K
CHP
614
Cable Hill Partners
Oregon
$39K
DSC
615
Duncker Streett & Co
Missouri
$39K
WT
616
Whittier Trust
California
$38K
AWMS
617
Advocacy Wealth Management Services
Georgia
$37K +$28.8K +3,000 +300%
RCG
618
Ruggie Capital Group
Florida
$35K +$36.5K +3,800 New
SWA
619
Sutton Wealth Advisors
Florida
$33.9K -$18.2K -1,890 -34%
TCM
620
Tradewinds Capital Management
Washington
$33K
BAM
621
Barrett Asset Management
New York
$32K
DRS
622
Deane Retirement Strategies
Louisiana
$32K
SIG
623
Stanford Investment Group
California
$31K
MFW
624
Mosaic Family Wealth
Missouri
$28K
MUS
625
Mitsubishi UFJ Securities
Japan
$27K