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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
226
Edmond de Rothschild Holding
Switzerland
$8K -$32.5K -5,000 -77%
ARMC
227
American Research & Management Company
Massachusetts
$8K
AF
228
Allworth Financial
California
$7K +$137 +21 +2%
SF
229
Synovus Financial
Georgia
$7K +$1.3K +200 +18%
OFW
230
Omnia Family Wealth
Florida
$7K +$3.25K +500 +71%
W
231
WealthOne
New York
$7K +$7.6K +1,168 New
GWMIA
232
Global Wealth Management Investment Advisory
Florida
$7K +$7.8K +1,200 New
JCM
233
Jacobi Capital Management
Pennsylvania
$6K -$7.71K -1,185 -54%
BWM
234
BerganKDV Wealth Management
Minnesota
$6K
SCA
235
Stuart Chaussee & Associates
California
$6K
TL
236
TrueWealth LLC
Georgia
$6K
WAM
237
Watermark Asset Management
California
$6K
WAS
238
Winch Advisory Services
Wisconsin
$6K
SSB
239
Sandy Spring Bank
Maryland
$6K +$6.5K +1,000 New
WA
240
WealthTrust-Arizona
Arizona
$6K +$6.5K +1,000 New
WAM
241
Wealthspire Advisors (Maryland)
Maryland
$5K +$189 +29 +3%
SWM
242
SeaCrest Wealth Management
New York
$4K -$488 -75 -10%
Canada Life
243
Canada Life
Manitoba, Canada
$4K
MCM
244
Manchester Capital Management
Vermont
$4K
GI
245
Gradient Investments
Minnesota
$4K +$1.3K +200 +38%
FHA
246
First Horizon Advisors
Tennessee
$4K +$4.39K +675 New
SFA
247
Semmax Financial Advisors
North Carolina
$4K +$4.58K +704 New
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$3.16K
VFA
249
Valeo Financial Advisors
Indiana
$3K -$13K -2,000 -80%
First Manhattan
250
First Manhattan
New York
$3K -$12.4K -1,900 -74%