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Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
226
American Research & Management Company
Massachusetts
$20K
EWM
227
Endurance Wealth Management
Rhode Island
$20K
CCA
228
Catalyst Capital Advisors
New York
$20K +$1.69K +131 +9%
CPA
229
Clear Perspective Advisors
Illinois
$20K +$2.58K +200 +15%
SMFS
230
Squar Milner Financial Services
California
$20K +$19.3K +1,500 New
SF
231
Synovus Financial
Georgia
$19K
CIA
232
Cascade Investment Advisors
Oregon
$18.3K -$11.3K -875 -38%
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$18K
B
234
Bridgeworth
Alabama
$18K +$18.4K +1,430 New
CLOS
235
Compagnie Lombard Odier SCmA
Switzerland
$16K
HCM
236
Highlander Capital Management
New Jersey
$16K
TL
237
TrueWealth LLC
Georgia
$15K
WAS
238
Winch Advisory Services
Wisconsin
$15K
AWM
239
Avior Wealth Management
Nebraska
$15K +$14.2K +1,100 +5,000%
SEI Investments
240
SEI Investments
Pennsylvania
$14K +$580 +45 +4%
WTB
241
Washington Trust Bank
Washington
$14K +$9.03K +700 +200%
OIA
242
Optimum Investment Advisors
Illinois
$14K +$12.9K +1,000 +1,000%
AA
243
AlphaMark Advisors
Kentucky
$13K
ANBT
244
American National Bank & Trust
Texas
$13K
KPCM
245
Kings Point Capital Management
New York
$13K
PCC
246
Park Circle Company
Maryland
$13K
TCOV
247
Trust Company of Vermont
Vermont
$13K
WAM
248
Watermark Asset Management
California
$13K
BWM
249
BerganKDV Wealth Management
Minnesota
$13K +$12.9K +1,000 New
SCA
250
Stuart Chaussee & Associates
California
$13K +$12.9K +1,000 New