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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
551
Asset Dedication LLC
California
$3K – – –
CCMW
552
Cypress Capital Management (Wyoming)
Wyoming
$3K – – –
AssetMark Inc
553
AssetMark Inc
California
$3K +$3.62K +71 New
GAM
554
Gemmer Asset Management
California
$2K -$2.04K -40 -40%
AWM
555
AllSquare Wealth Management
New York
$2K – – –
JFGIW
556
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
MAM
557
Meeder Asset Management
Ohio
$2K – – –
TF
558
TimeScale Financial
Massachusetts
$2K +$2.24K +44 New
CCM
559
Covington Capital Management
California
$2K +$2.55K +50 New
IF
560
Ironwood Financial
Arizona
$2K +$2.55K +50 New
Bessemer Group
561
Bessemer Group
New Jersey
$1K -$2.24K -44 -57%
CA
562
Centerpoint Advisors
Massachusetts
$1K – – –
CFB
563
Cullen/Frost Bankers
Texas
$1K – – –
EWM
564
Edge Wealth Management
New York
$1K – – –
POIA
565
Pin Oak Investment Advisors
Texas
$1K – – –
TWP
566
TFO Wealth Partners
Ohio
$1K – – –
PFA
567
Professional Financial Advisors
Nebraska
$1K +$204 +4 +27%
IFAM
568
Institutional & Family Asset Management
Colorado
$1K +$765 +15 New
LWA
569
Lenox Wealth Advisors
New York
$1K +$816 +16 New
DI
570
Disciplined Investments
Oklahoma
$1K +$1.12K +22 New
PP
571
Pacifica Partners
Canada
$1K +$1.27K +25 New
SWM
572
Selective Wealth Management
Virginia
$1K +$1.27K +25 +250%
WAS
573
Winch Advisory Services
Wisconsin
$1K +$1.58K +31 New
HWA
574
Heritage Wealth Advisors
Virginia
$975 +$1.27K +25 New
RWM
575
Raffa Wealth Management
District of Columbia
$897 +$1.17K +23 New