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Name Holding Trade Value Shares
Change
Change in
Stake
M
676
MOTCO
Texas
$22K – – –
GAM
677
Gemmer Asset Management
California
$21K -$1.53K -26 -7%
FCA
678
FinTrust Capital Advisors
South Carolina
$20K – – –
LWS
679
Lucia Wealth Services
California
$20K +$18.4K +312 New
HDIM
680
Hanson & Doremus Investment Management
Vermont
$19K -$23.6K -400 -57%
CHP
681
Cable Hill Partners
Oregon
$19K – – –
RIA
682
Realta Investment Advisors
Delaware
$19K +$17.7K +300 New
BBHC
683
Brown Brothers Harriman & Co
New York
$17K -$7.54K -128 -32%
WAP
684
Wealthcare Advisory Partners
Pennsylvania
$15K – – –
PHK
685
Point72 Hong Kong
Hong Kong
$15K +$13.9K +236 New
WEC
686
Winslow Evans & Crocker
Massachusetts
$14K -$317K -5,376 -97%
AF
687
Advisornet Financial
Minnesota
$14K -$1.65K -28 -11%
BWM
688
BerganKDV Wealth Management
Minnesota
$14K – – –
TA
689
Thor Advisors
New York
$14K +$13.4K +228 New
TFO
690
Tarbox Family Office
California
$13K -$6.25K -106 -35%
FC
691
Ferris Capital
Massachusetts
$13K -$3.42K -58 -21%
MAM
692
Marquette Asset Management
Minnesota
$13K +$11.8K +200 New
SFG
693
SevenBridge Financial Group
Pennsylvania
$12K – – –
WCM
694
WealthBridge Capital Management
Ohio
$12K – – –
SWA
695
Sutton Wealth Advisors
Florida
$11.5K – – –
HR
696
Howe & Rusling
New York
$11K +$2.12K +36 +26%
CI
697
CX Institutional
Indiana
$11K +$10.6K +180 New
AIS
698
AlphaOne Investment Services
Pennsylvania
$10K – – –
BWM
699
Baystate Wealth Management
Massachusetts
$8K +$236 +4 +4%
FGAM
700
Financial Gravity Asset Management
Texas
$8K +$7.42K +126 New