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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
501
Tarbox Family Office
California
$11K – – –
WPA
502
West Paces Advisors
Georgia
$10.6K -$3.38K -75 -24%
CPA
503
Clear Perspective Advisors
Illinois
$10K – – –
TIM
504
Tortoise Investment Management
New York
$10K – – –
ZB
505
Zions Bancorporation
Utah
$10K +$766 +17 +9%
NC
506
NewSquare Capital
Pennsylvania
$10K +$10.4K +231 New
MUS
507
Mitsubishi UFJ Securities
Japan
$9K – – –
PG
508
Patten Group
Tennessee
$9K +$9.46K +210 New
GBT
509
Grove Bank & Trust
Florida
$8K – – –
NCM
510
Nelson Capital Management
California
$7K – – –
VCM
511
Versant Capital Management
Arizona
$7K – – –
SF
512
Synovus Financial
Georgia
$7K +$90 +2 +1%
TWMP
513
Taylor Wealth Management Partners
Massachusetts
$7K +$6.76K +150 New
DBT
514
Dubuque Bank & Trust
Iowa
$6K -$6.89K -153 -55%
FMA
515
FNY Managed Accounts
New York
$6K +$6.76K +150 New
TWA
516
TCI Wealth Advisors
Arizona
$5K -$4.87K -108 -48%
OAM
517
Oppenheimer Asset Management
New York
$5K +$4.82K +107 New
PCP
518
Proficio Capital Partners
Massachusetts
$4K +$2.66K +59 +179%
WEC
519
Winslow Evans & Crocker
Massachusetts
$3.36K – – –
AA
520
Apriem Advisors
California
$3K – – –
CGT
521
Capital Guardian Trust
California
$3K – – –
RFA
522
Reilly Financial Advisors
California
$3K +$3.38K +75 New
AAP
523
Arax Advisory Partners
Colorado
$2K – – –
FWM
524
Focused Wealth Management
New York
$2K – – –
BTIS
525
BB&T Investment Services
North Carolina
$2K +$1.22K +27 New