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Name Holding Trade Value Shares
Change
Change in
Stake
BC
301
Bartlett & Co
Ohio
$11K
CHP
302
Cable Hill Partners
Oregon
$11K
DAM
303
Delta Asset Management
Tennessee
$11K
MWM
304
Mascoma Wealth Management
New Hampshire
$11K
HT
305
Heritage Trust
Oklahoma
$11K +$11.5K +100 New
SWA
306
Sutton Wealth Advisors
Florida
$10.9K
CFA
307
Carroll Financial Associates
North Carolina
$10K
OFW
308
Omnia Family Wealth
Florida
$10K
Macquarie Group
309
Macquarie Group
Australia
$9K -$643K -5,604 -98%
MA
310
MCF Advisors
Kentucky
$9K
CPIG
311
Chicago Partners Investment Group
Illinois
$9K +$9.3K +81 New
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$8K
TDC
313
Thompson Davis & Co
Virginia
$8K
HR
314
Howe & Rusling
New York
$7K -$35.4K -308 -82%
FANJ
315
Financial Architects (New Jersey)
New Jersey
$7K
HFM
316
Hartford Financial Management
Connecticut
$7K
PSUF
317
People's United Financial
Connecticut
$7K
AAP
318
Arax Advisory Partners
Colorado
$7K +$918 +8 +13%
TCOV
319
Trust Company of Vermont
Vermont
$5K
AP
320
Atwood & Palmer
Missouri
$4K -$6.2K -54 -62%
KTC
321
Kistler-Tiffany Companies
Pennsylvania
$4K -$1.26K -11 -21%
BlackRock
322
BlackRock
New York
$3K
HMS
323
Hanseatic Management Services
New Mexico
$3K +$3.67K +32 New
LWM
324
Lenox Wealth Management
Ohio
$2K -$1.26K -11 -34%
BBHC
325
Brown Brothers Harriman & Co
New York
$2K