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SM Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
226
Private Capital Group
Connecticut
$13K +$15.5K +717 New
RCC
227
Red Cedar Capital
Nebraska
$12K +$14.9K +690 New
ARMC
228
American Research & Management Company
Massachusetts
$9K – – –
MFW
229
Mosaic Family Wealth
Missouri
$8K – – –
GWM
230
Geneos Wealth Management
Colorado
$6K – – –
WEC
231
Winslow Evans & Crocker
Massachusetts
$5.23K – – –
CHP
232
Cable Hill Partners
Oregon
$5K – – –
APP
233
Avantax Planning Partners
Iowa
$5K +$5.58K +258 New
FANJ
234
Financial Architects (New Jersey)
New Jersey
$4K -$6.5K -301 -60%
Envestnet Asset Management
235
Envestnet Asset Management
Illinois
$4K +$1.38K +64 +73%
PA
236
Parallel Advisors
California
$3K – – –
FC
237
Ferris Capital
Massachusetts
$3K +$3.89K +180 New
BWA
238
BDO Wealth Advisors
Florida
$2K -$1.73K -80 -44%
CHC
239
City Holding Co
West Virginia
$2K +$2.16K +100 New
JA
240
JOYN Advisors
Georgia
$2K +$2.66K +123 New
BWM
241
Baystate Wealth Management
Massachusetts
$1K – – –
EARNEST Partners
242
EARNEST Partners
Georgia
$1K – – –
HT
243
Heritage Trust
Oklahoma
$1K – – –
PCP
244
Proficio Capital Partners
Massachusetts
$1K – – –
SFG
245
SevenBridge Financial Group
Pennsylvania
$1K – – –
AssetMark Inc
246
AssetMark Inc
California
$1K +$151 +7 +19%
VCM
247
Versant Capital Management
Arizona
$1K +$691 +32 +80%
MCM
248
Manchester Capital Management
Vermont
$1K +$886 +41 New
SWP
249
Stratos Wealth Partners
Ohio
$1K +$1.62K +75 New
Lord, Abbett & Co
250
Lord, Abbett & Co
New Jersey
– -$21.9M -992,126 Closed