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Name Holding Trade Value Shares
Change
Change in
Stake
AP
201
Atwood & Palmer
Missouri
$11K – – –
Wolverine Asset Management
202
Wolverine Asset Management
Illinois
$11K +$11.2K +222 New
GAM
203
Gemmer Asset Management
California
$10K – – –
PB
204
Pinnacle Bancorp
Nebraska
$7K – – –
TCI Wealth Advisors
205
TCI Wealth Advisors
Arizona
$7K – – –
TL
206
TrueWealth LLC
Georgia
$7K +$5.06K +100 +400%
PCG
207
Private Capital Group
Connecticut
$6K +$910 +18 +17%
Arax Advisory Partners
208
Arax Advisory Partners
Colorado
$5K – – –
KPW
209
Kore Private Wealth
New York
$5K – – –
EWM
210
Edge Wealth Management
New York
$5K +$3.29K +65 +186%
RCC
211
Red Cedar Capital
Nebraska
$5K +$3.79K +75 +750%
BWM
212
Baystate Wealth Management
Massachusetts
$5K +$5.06K +100 New
RIM
213
Rockbridge Investment Management
New York
$5K +$5.06K +100 New
TC
214
Trust Company
Kansas
$5K +$5.06K +100 New
APWM
215
Atlas Private Wealth Management
New York
$4K – – –
GEA
216
Glen Eagle Advisors
New Jersey
$3.97K +$758 +15 +25%
GWS
217
Glassman Wealth Services
Virginia
$3K -$303 -6 -11%
TFO
218
Tarbox Family Office
California
$3K – – –
Quadrant Capital Group
219
Quadrant Capital Group
Ohio
$3K +$2.07K +41 +195%
MIM
220
Macroview Investment Management
Maryland
$3K +$2.83K +56 New
FWM
221
Focused Wealth Management
New York
$3K +$2.93K +58 New
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$51 -1 -2%
ME
223
McIlrath & Eck
Washington
$2K – – –
Pathstone Family Office
224
Pathstone Family Office
New Jersey
$2K – – –
SJIM
225
St. Johns Investment Management
Florida
$2K – – –