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Name Holding Trade Value Shares
Change
Change in
Stake
TL
401
TrueWealth LLC
Georgia
$35K +$32.5K +10 New
GBBWRPM
402
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$32K
SWM
403
SeaCrest Wealth Management
New York
$32K +$29.3K +9 New
QCG
404
Quadrant Capital Group
Ohio
$29K
SSB
405
Sandy Spring Bank
Maryland
$28K -$22.8K -7 -47%
GAM
406
Gemmer Asset Management
California
$25K
OFW
407
Omnia Family Wealth
Florida
$25K
VCM
408
Versant Capital Management
Arizona
$24K
First Manhattan
409
First Manhattan
New York
$21K
MCM
410
McKinley Capital Management
Alaska
$18K +$16.3K +5 New
CAM
411
Close Asset Management
United Kingdom
$14K -$13K -4 -50%
AIL
412
AGF Investments LLC
Ontario, Canada
$14K
FANJ
413
Financial Architects (New Jersey)
New Jersey
$14K
FPFS
414
First Personal Financial Services
North Carolina
$14K
PCP
415
Proficio Capital Partners
Massachusetts
$14K
CA
416
Calton & Associates
Florida
$14K +$13K +4 New
FMA
417
FNY Managed Accounts
New York
$10K -$16.3K -5 -63%
CMBA
418
C.M. Bidwell & Associates
Hawaii
$7K
FMP
419
Financial Management Professionals
Texas
$7K
WAM
420
Wealthspire Advisors (Maryland)
Maryland
$7K
AIM
421
Advantage Investment Management
Iowa
$7K +$6.51K +2 New
EARNEST Partners
422
EARNEST Partners
Georgia
$7K +$6.51K +2 New
FRA
423
Front Row Advisors
California
$7K +$6.51K +2 New
PO
424
Private Ocean
California
$7K +$6.51K +2 New
SWP
425
Stratos Wealth Partners
Ohio
$7K +$6.51K +2 New