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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
551
Edge Wealth Management
New York
$7K – – –
HPC
552
HM Payson & Co
Maine
$7K – – –
TFA
553
Toth Financial Advisory
Virginia
$7K +$165 +5 +3%
FMII
554
Farmers & Merchants Investments Inc
Nebraska
$7K +$495 +15 +8%
TI
555
tru Independence
Oregon
$7K +$6.61K +200 New
ED
556
Exane Derivatives
France
$6.3K -$2.44K -74 -30%
TF
557
TimeScale Financial
Massachusetts
$6K – – –
WB
558
Webster Bank
Connecticut
$6K – – –
DOA
559
D'Orazio & Associates
Virginia
$6K +$66 +2 +1%
MWA
560
MFA Wealth Advisors
Pennsylvania
$5.86K +$5.28K +160 New
SBL
561
Sargent Bickham Lagudis
Colorado
$5K -$7.43K -225 -61%
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$5K -$3.93K -119 -46%
GWS
563
Glassman Wealth Services
Virginia
$5K +$2.11K +64 +82%
LWM
564
Lenox Wealth Management
Ohio
$5K +$4.66K +141 New
PP
565
Pacifica Partners
Canada
$4K -$4.95K -150 -60%
PMFA
566
Plante Moran Financial Advisors
Michigan
$4K -$991 -30 -23%
SL
567
Savior LLC
Massachusetts
$4K – – –
EWA
568
Evolution Wealth Advisors
Florida
$4K +$3.2K +97 New
ZB
569
Zions Bancorporation
Utah
$3K -$7.37K -223 -74%
Kayne Anderson Rudnick Investment Management
570
Kayne Anderson Rudnick Investment Management
California
$3K – – –
OSAM
571
O'Shaughnessy Asset Management
Connecticut
$3K +$2.35K +71 New
AWM
572
Apollon Wealth Management
South Carolina
$3K +$2.41K +73 New
MIM
573
Macroview Investment Management
Maryland
$3K +$2.44K +74 New
BWM
574
BerganKDV Wealth Management
Minnesota
$2K -$3.5K -106 -71%
PA
575
Procyon Advisors
Connecticut
$2K – – –