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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Evercore Wealth Management
New York
$8K
JFA
527
JNBA Financial Advisors
Minnesota
$8K
JWA
528
JFS Wealth Advisors
Pennsylvania
$8K +$7.22K +120 New
HR
529
Howe & Rusling
New York
$7K +$782 +13 +14%
BRWM
530
B. Riley Wealth Management
Tennessee
$6K -$397K -6,597 -99%
TCM
531
Tradewinds Capital Management
Washington
$6K -$722 -12 -12%
OC
532
Oakworth Capital
Alabama
$6K
PMFA
533
Plante Moran Financial Advisors
Michigan
$6K
VIA
534
Vantage Investment Advisors
Pennsylvania
$6K
HI
535
Hudock Inc
Pennsylvania
$5K
GGPS
536
Gary Goldberg Planning Services
New York
$4K
CAW
537
Cornerstone Advisors (Washington)
Washington
$4K +$301 +5 +9%
TFA
538
Transamerica Financial Advisors
Florida
$4K +$1.38K +23 +58%
FPFS
539
First Personal Financial Services
North Carolina
$4K +$3.97K +66 New
FMB
540
Field & Main Bank
Kentucky
$3K
HCM
541
Highlander Capital Management
New Jersey
$3K
RIA
542
Regal Investment Advisors
Michigan
$3K
ST
543
Spot Trading
Illinois
$3K +$3.07K +51 New
AA
544
Apriem Advisors
California
$2K
PIA
545
Peachtree Investment Advisors
Georgia
$2K
MCM
546
MV Capital Management
Maryland
$2K +$1.69K +28 New
VNA
547
Valley National Advisers
Pennsylvania
$2K +$2.35K +39 New
NCM
548
Nelson Capital Management
California
$1K
SAM
549
Shamrock Asset Management
Texas
$1K
LWA
550
Lowe Wealth Advisors
Maryland
$1K +$602 +10 New