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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
501
ClariVest Asset Management
California
$3K +$3.8K +92 New
WT
502
Whittier Trust
California
$2.93K – – –
MCM
503
Manchester Capital Management
Vermont
$2.77K – – –
BHWM
504
Beaird Harris Wealth Management
Texas
$2.37K – – –
NIC
505
Northwest Investment Counselors
Oregon
$2.19K +$2.27K +55 New
HNB
506
Huntington National Bank
Ohio
$2.18K – – –
DI
507
Disciplined Investments
Oklahoma
$2.06K -$206 -5 -9%
CAL
508
Capital Advisors Ltd
Ohio
$2K -$1.07K -26 -40%
GM
509
GeoWealth Management
Illinois
$2K +$2.06K +50 New
CTA
510
Colonial Trust Advisors
South Carolina
$1.58K -$619 -15 -27%
MRCM
511
M&R Capital Management
New Jersey
$1.51K +$41 +1 +3%
BWM
512
BerganKDV Wealth Management
Minnesota
$1.32K – – –
WT
513
Washington Trust
Rhode Island
$1.15K – – –
ADL
514
Asset Dedication LLC
California
$1K – – –
FMP
515
Financial Management Professionals
Texas
$1K – – –
RFG
516
RFP Financial Group
Georgia
$949 – – –
FWM
517
Focused Wealth Management
New York
$919 – – –
2L
518
25 LLC
Missouri
$583 +$537 +13 New
TWP
519
TFO Wealth Partners
Ohio
$554 -$991 -24 -63%
EBA
520
Eagle Bay Advisors
New York
$514 – – –
HI
521
Horizon Investments
North Carolina
$510 +$537 +13 New
PWMG
522
Prestige Wealth Management Group
New Jersey
$436 – – –
TFM
523
TFC Financial Management
Massachusetts
$198 +$206 +5 New
TCOV
524
Trust Company of Vermont
Vermont
$79 – – –
FM
525
Freemont Management
Switzerland
– -$13.4M -327,500 Closed