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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
326
Brown Brothers Harriman & Co
New York
$15K – – –
AW
327
Alpha Windward
Massachusetts
$11K – – –
GAM
328
Gemmer Asset Management
California
$11K – – –
SPIA
329
Steward Partners Investment Advisory
New York
$11K – – –
LFG
330
Larson Financial Group
Missouri
$11K +$77 +1 +0.7%
ST
331
Smithfield Trust
Pennsylvania
$11K +$8.47K +110 +244%
AAP
332
Arax Advisory Partners
Colorado
$8K – – –
MLFP
333
MPS Loria Financial Planners
Illinois
$8K – – –
APA
334
American Portfolios Advisors
New York
$7.28K – – –
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
RWM
336
Raffa Wealth Management
District of Columbia
$6.91K +$154 +2 +2%
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$6K -$2.62K -34 -28%
CA
338
Crewe Advisors
Utah
$6K +$6.08K +79 New
WLPWM
339
Walled Lake Planning & Wealth Management
Illinois
$5K +$77 +1 +1%
BWM
340
BerganKDV Wealth Management
Minnesota
$4K – – –
BCA
341
Berman Capital Advisors
Georgia
$4K – – –
CAW
342
Cornerstone Advisors (Washington)
Washington
$4K – – –
SNT
343
Security National Trust
West Virginia
$4K – – –
AIL
344
AGF Investments LLC
Ontario, Canada
$3K -$54.2K -704 -94%
First Manhattan
345
First Manhattan
New York
$3K -$1.93K -25 -33%
FRA
346
Front Row Advisors
California
$3K – – –
GRP
347
Global Retirement Partners
California
$3K – – –
GI
348
Gradient Investments
Minnesota
$3K – – –
ASN
349
Advisory Services Network
Georgia
$3K +$2.62K +34 New
RBC
350
Roble Belko & Company
Pennsylvania
$3K +$3.39K +44 New