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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
651
Heritage Wealth Advisors
Virginia
$16K +$17.4K +300 New
MSFP
652
Mark Sheptoff Financial Planning
Connecticut
$16K +$17.4K +300 New
BWM
653
BerganKDV Wealth Management
Minnesota
$15K – – –
IFAM
654
Institutional & Family Asset Management
Colorado
$15K +$174 +3 +1%
PCP
655
Proficio Capital Partners
Massachusetts
$14K -$116 -2 -0.8%
RWA
656
Ropes Wealth Advisors
Massachusetts
$13K – – –
POIA
657
Pin Oak Investment Advisors
Texas
$13K +$174 +3 +1%
Qube Research & Technologies (QRT)
658
Qube Research & Technologies (QRT)
United Kingdom
$12K -$878K -15,156 -99%
PSC
659
Prentiss Smith & Co
Vermont
$12K -$79.6K -1,374 -86%
CPIG
660
Chicago Partners Investment Group
Illinois
$12K – – –
MCM
661
Manchester Capital Management
Vermont
$12K – – –
FIB
662
First Interstate Bank
Montana
$12K +$12.4K +215 New
CB
663
Community Bank
New York
$11K – – –
EWM
664
Edge Wealth Management
New York
$11K – – –
MFBTD
665
MB Financial Bank - Trust Department
Illinois
$11K – – –
TFO
666
Tarbox Family Office
California
$11K – – –
GAM
667
Gemmer Asset Management
California
$11K +$7.12K +123 +141%
RE
668
RBC Europe
United Kingdom
$10.1K – – –
FPFS
669
First Personal Financial Services
North Carolina
$10K – – –
CAW
670
Cornerstone Advisors (Washington)
Washington
$10K +$4.17K +72 +60%
SWA
671
Sutton Wealth Advisors
Florida
$9.52K -$73.4K -1,268 -88%
AC
672
Avestar Capital
New York
$9K -$8.22K -142 -40%
EARNEST Partners
673
EARNEST Partners
Georgia
$9K – – –
CIA
674
CSat Investment Advisory
Michigan
$9K +$405 +7 +4%
LFA
675
Legacy Financial Advisors
Kentucky
$9K +$2.55K +44 +33%