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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
476
JFS Wealth Advisors
Pennsylvania
$8K +$3.04K +25 +51%
SWM
477
Selective Wealth Management
Virginia
$7K +$8.15K +67 New
RIM
478
Rockbridge Investment Management
New York
$6.53K – – –
PO
479
Private Ocean
California
$6K – – –
SIS
480
Sound Income Strategies
Florida
$6K – – –
AIM
481
Anchor Investment Management
South Carolina
$5.55K – – –
CT
482
Caldwell Trust
Florida
$5.55K – – –
GAM
483
Gemmer Asset Management
California
$5K -$1.7K -14 -23%
BBPWM
484
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
PMFA
485
Plante Moran Financial Advisors
Michigan
$5K – – –
HWM
486
HighMark Wealth Management
Minnesota
$4K – – –
PP
487
Pacifica Partners
Canada
$4K – – –
TJHA
488
Thomas J. Herzfeld Advisors
Florida
$4K – – –
GWM
489
Geneos Wealth Management
Colorado
$4K +$2.19K +18 +82%
FAG
490
Fortitude Advisory Group
Washington
$3K – – –
GI
491
Gradient Investments
Minnesota
$3K – – –
MSFP
492
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
QC
493
Quent Capital
New York
$3K – – –
VNA
494
Valley National Advisers
Pennsylvania
$3K – – –
ANBT
495
American National Bank & Trust
Texas
$3K +$2.92K +24 New
ECM
496
Estabrook Capital Management
New York
$3K – – –
MA
497
MUFG Americas
New York
$2K -$3.04K -25 -58%
SA
498
SRH Advisors
Kansas
$2K – – –
BC
499
Bartlett & Co
Ohio
$2K +$1.7K +14 New
GWMIA
500
Global Wealth Management Investment Advisory
Florida
$2K +$1.82K +15 New