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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
551
Financial Architects (New Jersey)
New Jersey
$4K – – –
CI
552
CX Institutional
Indiana
$4K +$3.1K +48 +400%
TIM
553
Tortoise Investment Management
New York
$4K +$3.74K +58 New
BWM
554
Baystate Wealth Management
Massachusetts
$3K – – –
CCM
555
Cribstone Capital Management
Maine
$3K – – –
SF
556
Synovus Financial
Georgia
$3K – – –
ASN
557
Advisory Services Network
Georgia
$3K +$1.16K +18 +53%
AIM
558
Assured Investment Management
New York
$2K -$3.87M -59,890 -100%
CIR
559
Clear Investment Research
Georgia
$2K – – –
CCM
560
Copeland Capital Management
Pennsylvania
$2K – – –
FC
561
Ferris Capital
Massachusetts
$2K – – –
SFSIG
562
San Francisco Sentry Investment Group
California
$2K – – –
SIAS
563
Shine Investment Advisory Services
Colorado
$2K – – –
IWP
564
Icon Wealth Partners
Texas
$2K +$1.61K +25 New
PFGIA
565
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.61K +25 New
RWM
566
Raffa Wealth Management
District of Columbia
$1.52K – – –
HR
567
Howe & Rusling
New York
$1K -$710 -11 -34%
EI
568
Ellevest Inc
New York
$1K – – –
First Manhattan
569
First Manhattan
New York
$1K – – –
VNA
570
Valley National Advisers
Pennsylvania
$1K – – –
CFB
571
Cullen/Frost Bankers
Texas
$1K +$710 +11 New
ED
572
Exane Derivatives
France
$762 – – –
BCWM
573
Bartlett & Co Wealth Management
Ohio
$416 +$387 +6 New
AA
574
Advisory Alpha
Michigan
$206 +$194 +3 New
PI
575
Putnam Investments
Massachusetts
– -$24.2M -405,175 Closed