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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$1K -$108K -20,000 -99%
WTB
302
Washington Trust Bank
Washington
$1K -$24.3K -4,500 -98%
PW
303
Price Wealth
Texas
$1K -$1.44K -267 -50%
BWM
304
Baystate Wealth Management
Massachusetts
$1K
CPA
305
Cowen Prime Advisors
New York
$1K
H
306
Hexavest
Quebec, Canada
$1K
HI
307
Hudock Inc
Pennsylvania
$1K
JFGIW
308
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
PCFFS
309
Pacific Center for Financial Services
California
$1K
PWM
310
Perigon Wealth Management
California
$1K
RWA
311
Ropes Wealth Advisors
Massachusetts
$1K
SWP
312
Strategic Wealth Partners
Ohio
$1K
TDC
313
Thompson Davis & Co
Virginia
$1K
TF
314
Tompkins Financial
New York
$1K
TL
315
TrueWealth LLC
Georgia
$1K
VIA
316
Vantage Investment Advisors
Pennsylvania
$1K
VDFA
317
Vickerman & Driscoll Financial Advisors
Washington
$1K
WC
318
Whitnell & Co
Illinois
$1K
PCG
319
Private Capital Group
Connecticut
$1K +$485 +90 +78%
SCM
320
Stumpf Capital Management
Arizona
$1K +$577 +107 New
MGIA
321
Moneta Group Investment Advisors
Missouri
$1K +$1.21K +225 New
DWM
322
Destination Wealth Management
California
$1K +$1.47K +272 New
WIM
323
Westside Investment Management
California
$808
WEC
324
Winslow Evans & Crocker
Massachusetts
$160
BNP Paribas Financial Markets
325
BNP Paribas Financial Markets
France
$16