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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
601
Guidant Wealth Advisors
Illinois
$18K +$18.4K +277 New
FHA
602
First Horizon Advisors
Tennessee
$17K -$1.46K -22 -8%
JGIA
603
Jackson Grant Investment Advisers
Connecticut
$17K +$200 +3 +1%
RWA
604
Ropes Wealth Advisors
Massachusetts
$17K +$15.8K +238 New
BBHC
605
Brown Brothers Harriman & Co
New York
$16K +$13K +195 +488%
ZB
606
Zions Bancorporation
Utah
$15K -$2.53K -38 -15%
CPIG
607
Chicago Partners Investment Group
Illinois
$15K +$14.3K +215 New
FC
608
Ferris Capital
Massachusetts
$15K +$14.6K +219 New
SIM
609
Sonora Investment Management
Arizona
$14.9K +$14.2K +214 New
EWM
610
Edge Wealth Management
New York
$14K
MFBTD
611
MB Financial Bank - Trust Department
Illinois
$14K
AF
612
Allworth Financial
California
$14K +$133 +2 +1%
PFPT
613
Pinnacle Financial Partners (Tennessee)
Tennessee
$14K +$13K +196 New
AC
614
Alexandria Capital
Virginia
$13K
CAW
615
Cornerstone Advisors (Washington)
Washington
$13K +$6.06K +91 +91%
ACM
616
Armbruster Capital Management
New York
$13K +$12.7K +191 New
TFO
617
Tarbox Family Office
California
$11K
WB
618
Webster Bank
Connecticut
$11K
CFD
619
Creative Financial Designs
Indiana
$11K +$10.4K +156 New
SAM
620
Solaris Asset Management
New York
$10K
WAS
621
Winch Advisory Services
Wisconsin
$10K +$9.58K +144 New
PCP
622
Proficio Capital Partners
Massachusetts
$9K +$932 +14 +11%
CBT
623
Capital Bank & Trust
California
$9K +$8.98K +135 New
WTC
624
WhitTier Trust Company
Nevada
$8K -$3.93K -59 -33%
Bessemer Group
625
Bessemer Group
New Jersey
$7K -$27.1K -407 -80%