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Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
851
F.L. Putnam Investment Management
Massachusetts
$160K +$150K +1,444 New
AF
852
Allworth Financial
California
$157K
PCG
853
Private Capital Group
Connecticut
$156K -$254K -2,442 -55%
BCWM
854
Bartlett & Co Wealth Management
Ohio
$148K +$208 +2 +0.1%
BC
855
Bartlett & Co
Ohio
$148K +$208 +2 +0.1%
HI
856
Hudock Inc
Pennsylvania
$148K +$208 +2 +0.1%
TIM
857
Tortoise Investment Management
New York
$147K
AssetMark Inc
858
AssetMark Inc
California
$144K -$19.8K -191 -13%
FPFS
859
First Personal Financial Services
North Carolina
$141K +$623 +6 +0.5%
MWM
860
Meridian Wealth Management
Kentucky
$138K +$130K +1,250 New
MWC
861
MBM Wealth Consultants
Missouri
$137K
FANJ
862
Financial Architects (New Jersey)
New Jersey
$135K
HCM
863
Highlander Capital Management
New Jersey
$133K
CAPTRUST Financial Advisors
864
CAPTRUST Financial Advisors
North Carolina
$133K +$6.33K +61 +5%
FWM
865
Focused Wealth Management
New York
$133K +$125K +1,200 New
CIA
866
Cascade Investment Advisors
Oregon
$122K -$10.4K -100 -8%
HPC
867
HM Payson & Co
Maine
$120K +$113K +1,085 New
CLOS
868
Compagnie Lombard Odier SCmA
Switzerland
$118K -$260K -2,500 -70%
CHC
869
City Holding Co
West Virginia
$118K
AF
870
Advisornet Financial
Minnesota
$114K +$727 +7 +0.7%
CTB
871
Country Trust Bank
Illinois
$114K +$56.5K +544 +100%
IWA
872
Intercontinental Wealth Advisors
Texas
$112K
AF
873
Arrow Financial
New York
$112K +$30.6K +295 +41%
LB
874
Legacy Bridge
Iowa
$111K -$11.2K -108 -10%
ADL
875
Asset Dedication LLC
California
$111K