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Name Holding Trade Value Shares
Change
Change in
Stake
BC
476
Bartlett & Co
Ohio
$21K -$10.5K -235 -30%
MBFW
477
Morton Brown Family Wealth
Pennsylvania
$21K -$1.38K -31 -5%
AWM
478
AllSquare Wealth Management
New York
$21K
BCWM
479
Bartlett & Co Wealth Management
Ohio
$20.5K -$10.5K -235 -30%
GIA
480
GHP Investment Advisors
Colorado
$19K
GWS
481
Glassman Wealth Services
Virginia
$18K -$21.8K -489 -51%
HGERS
482
Householder Group Estate & Retirement Specialist
Arizona
$18K +$21.2K +476 New
EBA
483
Eagle Bay Advisors
New York
$17K -$3.43K -77 -14%
AWM
484
Accel Wealth Management
Iowa
$17K
FCA
485
FinTrust Capital Advisors
South Carolina
$16K -$891 -20 -5%
CSS
486
Cubist Systematic Strategies
Connecticut
$16K
CFO
487
CVA Family Office
Colorado
$16K
FP
488
Financial Perspectives
Minnesota
$15K
SIS
489
Sound Income Strategies
Florida
$15K -$446 -10 -2%
HR
490
Howe & Rusling
New York
$15K
OCM
491
Orion Capital Management
California
$15K
GI
492
Gradient Investments
Minnesota
$14K -$369K -8,281 -96%
TAIM
493
TD Ameritrade Investment Management
Nebraska
$14K -$2.63K -59 -14%
HNWAG
494
High Net Worth Advisory Group
Florida
$14K
TCWA
495
Ten Capital Wealth Advisors
Washington
$14K
VCM
496
Vigilant Capital Management
Maine
$14K
CA
497
Crewe Advisors
Utah
$13K
LF
498
Lee Financial
Texas
$13K
PGAM
499
Princeton Global Asset Management
New Jersey
$13K
Bank of Montreal
500
Bank of Montreal
Ontario, Canada
$12.6K +$8.7M +195,294 +147%