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Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
501
American Research & Management Company
Massachusetts
$37K – – –
FHA
502
Flagship Harbor Advisors
Massachusetts
$37K +$387 +7 +1%
ZB
503
Zions Bancorporation
Utah
$36K -$2.71K -49 -7%
FFW
504
Fusion Family Wealth
New York
$35K – – –
PSC
505
Prentiss Smith & Co
Vermont
$35K – – –
FHA
506
First Horizon Advisors
Tennessee
$35K +$16K +289 +87%
ADL
507
Asset Dedication LLC
California
$34K – – –
HT
508
Heritage Trust
Oklahoma
$33K – – –
AIIMS
509
Analyst IMS Investment Management Services
Israel
$33K +$31.4K +568 New
CCMIC
510
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$30K – – –
EDRH
511
Edmond de Rothschild Holding
Switzerland
$26K -$12.3K -223 -33%
SIM
512
Sonora Investment Management
Arizona
$25K – – –
WCM
513
Wealthcare Capital Management
Virginia
$25K – – –
WAM
514
Wealthspire Advisors (Maryland)
Maryland
$24K -$13.3K -240 -36%
CFA
515
Camarda Financial Advisors
Florida
$23K +$22.1K +400 New
ACS
516
Archford Capital Strategies
Illinois
$22K +$1.83K +33 +9%
HR
517
Howe & Rusling
New York
$22K +$18.9K +342 +814%
TWA
518
TCI Wealth Advisors
Arizona
$21K – – –
LIA
519
LS Investment Advisors
Michigan
$20K – – –
PFBT
520
Parkside Financial Bank & Trust
Missouri
$20K – – –
APP
521
Avantax Planning Partners
Iowa
$20K +$18.9K +341 New
CAC
522
Certified Advisory Corp
Florida
$18K – – –
SFM
523
Signet Financial Management
New Jersey
$18K – – –
SF
524
Synovus Financial
Georgia
$18K – – –
TSW
525
Thompson Siegel & Walmsley
Virginia
$18K – – –