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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
551
Baystate Wealth Management
Massachusetts
$19K +$256 +10 +1%
CFA
552
Carroll Financial Associates
North Carolina
$19K +$6.58K +257 +55%
EWM
553
Edge Wealth Management
New York
$18K
GAM
554
Gemmer Asset Management
California
$18K
JFA
555
JNBA Financial Advisors
Minnesota
$17K -$5.73K -224 -26%
GWS
556
Glassman Wealth Services
Virginia
$17K
Thrivent Financial for Lutherans
557
Thrivent Financial for Lutherans
Minnesota
$17K
1832 Asset Management
558
1832 Asset Management
Ontario, Canada
$17K +$16.6K +650 New
MA
559
MCF Advisors
Kentucky
$16K +$15.8K +617 New
IDBONY
560
Israel Discount Bank of New York
New York
$15K
GRP
561
Global Retirement Partners
California
$15K +$1.38K +54 +10%
BRC
562
Bell Rock Capital
Delaware
$14K -$998 -39 -7%
SQA
563
Simon Quick Advisors
New Jersey
$14K +$10.8K +423 +358%
LJHT
564
Laurie J. Hall Trustee
$13.6K
CB
565
Community Bank
New York
$13K -$5.71K -223 -31%
BL
566
Balentine LLC
Georgia
$13K
BC
567
Bartlett & Co
Ohio
$13K
TF
568
Tompkins Financial
New York
$13K
MSFP
569
Mark Sheptoff Financial Planning
Connecticut
$13K +$12.8K +501 New
SHJ
570
Sharkey, Howes & Javer
Colorado
$12K
PA
571
Parallel Advisors
California
$11K -$22.7K -885 -69%
ACM
572
Armbruster Capital Management
New York
$11K -$1.15K -45 -9%
TCM
573
TD Capital Management
Tennessee
$11K
VNA
574
Valley National Advisers
Pennsylvania
$11K
Acadian Asset Management
575
Acadian Asset Management
Massachusetts
$10K -$1.51M -58,830 -99%