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Name Holding Trade Value Shares
Change
Change in
Stake
NIC
426
Northwest Investment Counselors
Oregon
$4.6K – – –
GWS
427
Glassman Wealth Services
Virginia
$4.49K – – –
JWA
428
JFS Wealth Advisors
Pennsylvania
$4.37K – – –
PO
429
Private Ocean
California
$3.78K – – –
FCAG
430
First Capital Advisors Group
New Jersey
$3.72K +$3.79K +63 New
MCM
431
Manchester Capital Management
Vermont
$3.66K – – –
VCM
432
Versant Capital Management
Arizona
$3.6K -$542 -9 -13%
CFB
433
Cullen/Frost Bankers
Texas
$3.54K +$3.61K +60 New
BIA
434
Bell Investment Advisors
California
$2.83K +$482 +8 +20%
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$2.6K – – –
WTC
436
WhitTier Trust Company
Nevada
$2.48K – – –
BAAM
437
Baker Avenue Asset Management
California
$2.24K – – –
CAS
438
Coppell Advisory Solutions
Texas
$1.6K +$1.63K +27 New
BWM
439
BerganKDV Wealth Management
Minnesota
$1.59K – – –
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$1.24K +$542 +9 +75%
RWM
441
Raffa Wealth Management
District of Columbia
$1.06K – – –
CAL
442
Capital Advisors Ltd
Ohio
$1K -$241 -4 -31%
TAM
443
Tucker Asset Management
Colorado
$944 – – –
SIC
444
SJS Investment Consulting
Ohio
$827 -$301 -5 -26%
VAG
445
VisionPoint Advisory Group
Texas
$531 +$542 +9 New
HI
446
Horizon Investments
North Carolina
$292 +$301 +5 New
HI
447
Harbour Investments
Wisconsin
$121 – – –
SIS
448
Sound Income Strategies
Florida
$1 – – –
CCS
449
Concentric Capital Strategies
Connecticut
– -$6.15M -100,825 Closed
Verition Fund Management
450
Verition Fund Management
Connecticut
– -$4.91M -80,486 Closed