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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Selective Wealth Management
Virginia
$7K +$8.15K +67 New
RIM
477
Rockbridge Investment Management
New York
$6.53K
PO
478
Private Ocean
California
$6K
SIS
479
Sound Income Strategies
Florida
$6K
FGAM
480
Financial Gravity Asset Management
Texas
$5.95K +$235K +1,935 +230%
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
CP
497
Castleview Partners
Texas
$2K -$3.47M -28,557 -100%
MA
498
MUFG Americas
New York
$2K -$3.04K -25 -58%
SA
499
SRH Advisors
Kansas
$2K
BC
500
Bartlett & Co
Ohio
$2K +$1.7K +14 New