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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
351
Private Trust Company
Ohio
$6K +$7.33K +57 New
ADL
352
Asset Dedication LLC
California
$5K -$12.9K -100 -67%
PMFA
353
Plante Moran Financial Advisors
Michigan
$5K
SWM
354
Selective Wealth Management
Virginia
$5K
BIA
355
Bell Investment Advisors
California
$5K +$5.92K +46 New
AF
356
Allworth Financial
California
$4K -$19.3K -150 -80%
PFBT
357
Parkside Financial Bank & Trust
Missouri
$4K +$2.06K +16 +67%
ANBT
358
American National Bank & Trust
Texas
$4K +$5.14K +40 New
VVP
359
Venture Visionary Partners
Ohio
$3.34K +$4.24K +33 New
GWS
360
Glassman Wealth Services
Virginia
$3K -$1.16K -9 -26%
EARNEST Partners
361
EARNEST Partners
Georgia
$3K
AAP
362
Arax Advisory Partners
Colorado
$3K +$772 +6 +22%
BFEC
363
Benjamin F. Edwards & Company
Missouri
$2K -$6.43K -50 -77%
MCM
364
Manchester Capital Management
Vermont
$2K -$257 -2 -10%
ATC
365
Adirondack Trust Company
New York
$2K
GRP
366
Global Retirement Partners
California
$2K
SN
367
Sittner & Nelson
Oregon
$2K
SC
368
Schubert & Co
Texas
$2K +$1.54K +12 +200%
CA
369
CoreCap Advisors
Michigan
$2K +$1.93K +15 New
SIC
370
Salem Investment Counselors
North Carolina
$2K +$2.57K +20 New
SFO
371
Standard Family Office
South Dakota
$2K +$2.83K +22 New
GEA
372
Glen Eagle Advisors
New Jersey
$1.72K
JWA
373
JFS Wealth Advisors
Pennsylvania
$1K -$6.3K -49 -83%
HFM
374
Harvest Fund Management
China
$1K
DI
375
Disciplined Investments
Oklahoma
$1K +$386 +3 +60%