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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
476
Edmond de Rothschild Holding
Switzerland
$37K -$101K -2,031 -75%
ZB
477
Zions Bancorporation
Utah
$37K +$33.3K +672 New
PG
478
Patten Group
Tennessee
$36K -$2.18K -44 -6%
WAM
479
Wealthspire Advisors (Maryland)
Maryland
$36K +$11.9K +240 +57%
ARMC
480
American Research & Management Company
Massachusetts
$35K -$992 -20 -3%
PCP
481
Proficio Capital Partners
Massachusetts
$35K +$8.83K +178 +38%
FHA
482
Flagship Harbor Advisors
Massachusetts
$34K +$31.2K +629 New
B
483
Bridgeworth
Alabama
$34K +$31.4K +633 New
FFW
484
Fusion Family Wealth
New York
$33K
PSC
485
Prentiss Smith & Co
Vermont
$33K
ADL
486
Asset Dedication LLC
California
$32K -$17.4K -350 -37%
SIAS
487
Shine Investment Advisory Services
Colorado
$32K
HT
488
Heritage Trust
Oklahoma
$31K
FIB
489
First Interstate Bank
Montana
$31K +$27.9K +562 New
CCMIC
490
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$28K +$25.8K +520 New
CLOS
491
Compagnie Lombard Odier SCmA
Switzerland
$26K
SIM
492
Sonora Investment Management
Arizona
$24K
WCM
493
Wealthcare Capital Management
Virginia
$24K +$10.9K +220 +103%
KCPG
494
Kavar Capital Partners Group
Kansas
$22K
FANJ
495
Financial Architects (New Jersey)
New Jersey
$21K -$25.8K -520 -58%
CCM
496
Cribstone Capital Management
Maine
$20K
TWA
497
TCI Wealth Advisors
Arizona
$20K
EA
498
Edge Advisors
Georgia
$19K
PFBT
499
Parkside Financial Bank & Trust
Missouri
$19K
LIA
500
LS Investment Advisors
Michigan
$19K +$17.2K +346 New