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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
526
Adirondack Trust Company
New York
$6K – – –
Credit Agricole
527
Credit Agricole
France
$6K – – –
JFGIW
528
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
MUS
529
Mitsubishi UFJ Securities
Japan
$6K – – –
RFA
530
Reilly Financial Advisors
California
$6K – – –
TCOV
531
Trust Company of Vermont
Vermont
$6K – – –
GWS
532
Glassman Wealth Services
Virginia
$6K +$742 +11 +14%
CIAS
533
Capital Investment Advisory Services
North Carolina
$6K +$6.75K +100 New
HPC
534
HM Payson & Co
Maine
$6K +$6.75K +100 New
FIA
535
FNY Investment Advisers
New York
$6K +$7.56K +112 New
AWM
536
Avior Wealth Management
Nebraska
$5K – – –
IFAM
537
Institutional & Family Asset Management
Colorado
$5K – – –
CMBA
538
C.M. Bidwell & Associates
Hawaii
$4K – – –
TIM
539
Tortoise Investment Management
New York
$4K – – –
CI
540
CX Institutional
Indiana
$3K -$1.08K -16 -27%
BWM
541
Baystate Wealth Management
Massachusetts
$3K – – –
CCM
542
Cribstone Capital Management
Maine
$3K – – –
SF
543
Synovus Financial
Georgia
$3K – – –
PW
544
Price Wealth
Texas
$3K +$3.71K +55 New
FANJ
545
Financial Architects (New Jersey)
New Jersey
$2K -$2.43K -36 -58%
CIR
546
Clear Investment Research
Georgia
$2K – – –
CCM
547
Copeland Capital Management
Pennsylvania
$2K – – –
SFSIG
548
San Francisco Sentry Investment Group
California
$2K – – –
SIAS
549
Shine Investment Advisory Services
Colorado
$2K – – –
EI
550
Ellevest Inc
New York
$1K -$675 -10 -50%