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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
Edge Wealth Management
New York
$13K
MFBTD
702
MB Financial Bank - Trust Department
Illinois
$13K
TFO
703
Tarbox Family Office
California
$13K
CIA
704
CSat Investment Advisory
Michigan
$13K +$1.87K +30 +17%
OIA
705
Optimum Investment Advisors
Illinois
$13K +$12.5K +200 New
CG
706
Cutler Group
California
$12K -$181K -2,899 -93%
EWM
707
Executive Wealth Management
Michigan
$12K -$1.06K -17 -8%
CB
708
Community Bank
New York
$12K
VNA
709
Valley National Advisers
Pennsylvania
$12K +$5.12K +82 +82%
RTC
710
Riverview Trust Company
Washington
$12K +$11.6K +186 New
RE
711
RBC Europe
United Kingdom
$11.9K
SWA
712
Sutton Wealth Advisors
Florida
$11.7K +$500 +8 +5%
SFG
713
SevenBridge Financial Group
Pennsylvania
$11K -$12.5K -200 -54%
DOA
714
D'Orazio & Associates
Virginia
$11K
EARNEST Partners
715
EARNEST Partners
Georgia
$11K
ME
716
McIlrath & Eck
Washington
$11K
TFA
717
Toth Financial Advisory
Virginia
$11K +$11.1K +178 New
WPA
718
West Paces Advisors
Georgia
$10.5K -$291K -4,664 -97%
BFC
719
Bedel Financial Consulting
Indiana
$10K
WB
720
Webster Bank
Connecticut
$10K
BAM
721
Barrett Asset Management
New York
$10K +$9.37K +150 New
RFC
722
Regions Financial Corp
Alabama
$9K -$20.5K -328 -69%
WTC
723
WhitTier Trust Company
Nevada
$9K
FMII
724
Farmers & Merchants Investments Inc
Nebraska
$9K +$1K +16 +13%
LWM
725
Lenox Wealth Management
Ohio
$8K -$421K -6,730 -98%