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