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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
551
Winthrop Partners - WNY
New York
$41.6K +$40.7K +550 New
FFW
552
Fusion Family Wealth
New York
$38K – – –
IP
553
Intellectus Partners
California
$38K – – –
KTC
554
Kistler-Tiffany Companies
Pennsylvania
$38K – – –
BWA
555
BDO Wealth Advisors
Florida
$38K +$37K +500 New
NIT
556
NumerixS Investment Technologies
British Columbia, Canada
$38K +$37K +500 New
EFSCE
557
Enterprise Financial Services Corp (EFSC)
Missouri
$37K – – –
GWM
558
Geneos Wealth Management
Colorado
$37K +$14.8K +200 +69%
HCM
559
Highlander Capital Management
New Jersey
$34K – – –
GLI
560
Guardian Life Insurance
New York
$32K -$12.6K -170 -29%
SIAS
561
Shine Investment Advisory Services
Colorado
$30K – – –
PCP
562
Proficio Capital Partners
Massachusetts
$29K -$444 -6 -2%
CJA
563
C-J Advisory
California
$29K – – –
AIS
564
AlphaOne Investment Services
Pennsylvania
$29K +$27.5K +372 New
FHA
565
First Horizon Advisors
Tennessee
$28K -$370 -5 -1%
PGWM
566
Parisi Gray Wealth Management
New Jersey
$27K +$8.13K +110 +25%
MA
567
MUFG Americas
New York
$27K +$26K +352 New
FDCDDQ
568
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27K – – –
WAM
569
Wealthspire Advisors (Maryland)
Maryland
$26K +$5.18K +70 +27%
RFA
570
Reilly Financial Advisors
California
$25K +$4.58K +62 +24%
CBT
571
Capital Bank & Trust
California
$24K – – –
MYIA
572
Mount Yale Investment Advisors
Colorado
$23K +$22K +298 New
DBT
573
Dubuque Bank & Trust
Iowa
$21K – – –
MWM
574
MinichMacGregor Wealth Management
New York
$20K -$813 -11 -4%
GAM
575
Gemmer Asset Management
California
$18K – – –