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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$26K
S
202
SignatureFD
Georgia
$24K +$7.37K +500 +45%
BAMG
203
Brand Asset Management Group
Missouri
$23K +$22.1K +1,500 New
SWM
204
Sugarloaf Wealth Management
Georgia
$18K -$29.3K -1,987 -63%
SIC
205
Salem Investment Counselors
North Carolina
$18K
MWP
206
Meridian Wealth Partners
Pennsylvania
$17K -$14.4K -974 -46%
GAM
207
Gemmer Asset Management
California
$17K
CL
208
COWA LLC
Oklahoma
$17K +$14.7K +1,000 New
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$17K +$16.2K +1,100 New
WCM
210
Wealthcare Capital Management
Virginia
$17K +$16.4K +1,115 New
HI
211
Harbour Investments
Wisconsin
$17K +$16.9K +1,143 New
BBHC
212
Brown Brothers Harriman & Co
New York
$15K
FPFS
213
First Personal Financial Services
North Carolina
$15K
PMFA
214
Plante Moran Financial Advisors
Michigan
$15K +$14.7K +1,000 New
Parallax Volatility Advisers
215
Parallax Volatility Advisers
California
$14K -$795K -53,924 -98%
FPS
216
Fieldpoint Private Securities
Connecticut
$13K
TWA
217
TCI Wealth Advisors
Arizona
$13K
CAC
218
Certified Advisory Corp
Florida
$13K +$12.5K +850 New
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$12K -$3.79K -257 -25%
TF
220
Tompkins Financial
New York
$12K
AWM
221
Accel Wealth Management
Iowa
$11K
COCM
222
Charter Oak Capital Management
New Hampshire
$11K
TCM
223
Tradewinds Capital Management
Washington
$10K
GRP
224
Global Retirement Partners
California
$8K +$5.9K +400 +400%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$7K -$623K -42,260 -99%