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Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
726
Advocacy Wealth Management Services
Georgia
$25K +$23.3K +404 +641%
FWM
727
Focused Wealth Management
New York
$25K +$24.5K +425 New
OSAM
728
O'Shaughnessy Asset Management
Connecticut
$23K +$21.9K +380 New
JFA
729
JNBA Financial Advisors
Minnesota
$22K -$22K -382 -51%
PFBT
730
Parkside Financial Bank & Trust
Missouri
$20K
TFO
731
Tarbox Family Office
California
$19K +$1.33K +23 +8%
CAPTRUST Financial Advisors
732
CAPTRUST Financial Advisors
North Carolina
$18K +$13.5K +234 New
RWM
733
Raffa Wealth Management
District of Columbia
$17.5K
BAM
734
Barrett Asset Management
New York
$17K
ST
735
Smithfield Trust
Pennsylvania
$16K
FPS
736
Fieldpoint Private Securities
Connecticut
$16K +$15.6K +270 New
LJHT
737
Laurie J. Hall Trustee
$15.9K
CJA
738
C-J Advisory
California
$15K -$2.13K -37 -13%
GAM
739
Gemmer Asset Management
California
$11K
VCM
740
Versant Capital Management
Arizona
$11K
WAS
741
Winch Advisory Services
Wisconsin
$11K +$58 +1 +0.5%
NSIM
742
North Star Investment Management
Illinois
$10K
DBT
743
Dubuque Bank & Trust
Iowa
$10K +$1.96K +34 +25%
TWA
744
TCI Wealth Advisors
Arizona
$9K
OIA
745
OneDigital Investment Advisors
Kansas
$9K +$8.65K +150 New
SWA
746
Sutton Wealth Advisors
Florida
$8.2K
Lazard Asset Management
747
Lazard Asset Management
New York
$8K
PCFFS
748
Pacific Center for Financial Services
California
$8K
CHP
749
Cable Hill Partners
Oregon
$7K
DAM
750
Delta Asset Management
Tennessee
$7K