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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
476
Adirondack Trust Company
New York
$90K
CIA
477
CSat Investment Advisory
Michigan
$74K -$4.07K -28 -5%
ADL
478
Asset Dedication LLC
California
$74K
SFPG
479
Stonebridge Financial Planning Group
Florida
$68K
AF
480
Advisornet Financial
Minnesota
$66K +$4.5K +31 +7%
FDCDDQ
481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.3K
GWM
482
Geneos Wealth Management
Colorado
$65K
EP
483
Eudaimonia Partners
Tennessee
$65K +$64.3K +443 New
C
484
Cerebellum
California
$64K +$63.5K +437 New
HIA
485
Harbor Investment Advisory
Maryland
$62K +$28.6K +197 +89%
NSIM
486
North Star Investment Management
Illinois
$58K +$57.5K +396 New
CI
487
CX Institutional
Indiana
$54K -$2.19M -15,077 -98%
PA
488
Parallel Advisors
California
$54K -$4.79K -33 -8%
CFD
489
Creative Financial Designs
Indiana
$50K
NNP
490
Nachman Norwood & Parrott
South Carolina
$50K +$49.7K +342 New
TIM
491
Tortoise Investment Management
New York
$49K
CT
492
Caldwell Trust
Florida
$49K
FMT
493
First Mercantile Trust
Tennessee
$46K -$9.15K -63 -19%
AWA
494
Artemis Wealth Advisors
New York
$44.5K +$290 +2 +0.7%
BCWM
495
Bartlett & Co Wealth Management
Ohio
$44.1K
BC
496
Bartlett & Co
Ohio
$44K
NIC
497
Northwest Investment Counselors
Oregon
$44K +$43.6K +300 New
IFAM
498
Institutional & Family Asset Management
Colorado
$40K -$10.9K -75 -21%
WB
499
Webster Bank
Connecticut
$40K
Bessemer Group
500
Bessemer Group
New Jersey
$37K -$579K -3,988 -94%