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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
226
Clear Perspective Advisors
Illinois
$21K +$19.5K +1,200 +800%
CLOS
227
Compagnie Lombard Odier SCmA
Switzerland
$20K -$133K -8,200 -87%
AF
228
Allworth Financial
California
$20K
PWAG
229
Polaris Wealth Advisory Group
California
$20K +$20.3K +1,250 New
WAS
230
Winch Advisory Services
Wisconsin
$18K -$6.49K -400 -26%
HCM
231
Highlander Capital Management
New Jersey
$18K
TL
232
TrueWealth LLC
Georgia
$18K
WEC
233
Winslow Evans & Crocker
Massachusetts
$17.9K +$2.04K +126 +13%
CCA
234
Clearwater Capital Advisors
Illinois
$17K +$17.4K +1,075 New
BG
235
Bollard Group
Massachusetts
$16K -$3.41M -210,000 -100%
AF
236
Advisornet Financial
Minnesota
$16K -$34.2K -2,105 -68%
SEI Investments
237
SEI Investments
Pennsylvania
$16K -$341 -21 -2%
AA
238
AlphaMark Advisors
Kentucky
$16K
KPCM
239
Kings Point Capital Management
New York
$16K
OIA
240
OneDigital Investment Advisors
Kansas
$16K
PCC
241
Park Circle Company
Maryland
$16K
TCOV
242
Trust Company of Vermont
Vermont
$16K
WAM
243
Watermark Asset Management
California
$16K
ANBT
244
American National Bank & Trust
Texas
$16K +$16.2K +1,000 New
JCM
245
Jacobi Capital Management
Pennsylvania
$14K -$32.5K -2,000 -67%
Zurich Cantonal Bank
246
Zurich Cantonal Bank
Switzerland
$14K +$14.3K +882 New
HWP
247
Hefty Wealth Partners
Indiana
$14K +$14.5K +895 New
RE
248
RBC Europe
United Kingdom
$13.9K -$64.9K -4,000 -82%
HLA
249
Hamilton Lane Advisors
Pennsylvania
$13K -$1.01M -62,250 -7%
FWM
250
Focused Wealth Management
New York
$13K