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Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
351
Baltimore-Washington Financial Advisors
Maryland
$14K +$13.3K +100 New
ECM
352
Estabrook Capital Management
New York
$14K
P
353
Palladiem
Pennsylvania
$12K
CFA
354
Carroll Financial Associates
North Carolina
$11K
FWM
355
Focused Wealth Management
New York
$11K
CFSG
356
Community Financial Services Group
Vermont
$10K -$25.5K -191 -72%
PSUF
357
People's United Financial
Connecticut
$9K
WCM
358
Wealthcare Capital Management
Virginia
$9K +$8.68K +65 New
GWS
359
Glassman Wealth Services
Virginia
$7K
TCOV
360
Trust Company of Vermont
Vermont
$7K
CGT
361
Capital Guardian Trust
California
$7K +$4.54K +34 +213%
LWM
362
Lenox Wealth Management
Ohio
$6K
RWM
363
Raffa Wealth Management
District of Columbia
$5.32K +$1.07K +8 +27%
FPFS
364
First Personal Financial Services
North Carolina
$4K
GWA
365
Genesis Wealth Advisors
Massachusetts
$3.46K
HDIM
366
Hanson & Doremus Investment Management
Vermont
$3K
VNA
367
Valley National Advisers
Pennsylvania
$3K +$3.2K +24 New
AWM
368
AllSquare Wealth Management
New York
$2K -$1.47K -11 -44%
AWM
369
Avior Wealth Management
Nebraska
$2K
KTC
370
Kistler-Tiffany Companies
Pennsylvania
$2K
SA
371
SRH Advisors
Kansas
$2K
TCM
372
Tradewinds Capital Management
Washington
$2K
AWS
373
Aris Wealth Services
Pennsylvania
$2K +$1.87K +14 New
BIM
374
BlackRock Investment Management
Delaware
$1K -$7.74K -58 -87%
Citadel Advisors
375
Citadel Advisors
Florida
-$2.23M -17,740 Closed