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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$27.1K
CFA
702
Carroll Financial Associates
North Carolina
$27K +$15.3K +245 +137%
DBT
703
Dubuque Bank & Trust
Iowa
$25K
HMS
704
Hanseatic Management Services
New Mexico
$24K
HL
705
Harding Loevner
New Jersey
$24K
GRP
706
Global Retirement Partners
California
$23K
CBT
707
Capital Bank & Trust
California
$22K
TCOV
708
Trust Company of Vermont
Vermont
$22K +$20.8K +332 +1,844%
AF
709
Allworth Financial
California
$21K
MWM
710
MinichMacGregor Wealth Management
New York
$20K +$6.2K +99 +45%
AWM
711
AllSquare Wealth Management
New York
$20K +$10K +160 +107%
TG
712
TLP Group
Illinois
$19K +$18.9K +301 New
GWM
713
Geneos Wealth Management
Colorado
$18K +$9.21K +147 +98%
OFW
714
Omnia Family Wealth
Florida
$17K -$3.88K -62 -19%
WA
715
Winfield Associates
Ohio
$16K
WTB
716
Washington Trust Bank
Washington
$16K +$16K +255 New
WPA
717
West Paces Advisors
Georgia
$15.7K
Carson Wealth (CWM LLC)
718
Carson Wealth (CWM LLC)
Nebraska
$15K +$14.8K +236 New
FMA
719
FNY Managed Accounts
New York
$15K +$15.5K +248 New
OIA
720
OneDigital Investment Advisors
Kansas
$14K
DOA
721
D'Orazio & Associates
Virginia
$14K +$63 +1 +0.5%
PCP
722
Proficio Capital Partners
Massachusetts
$14K +$438 +7 +3%
RFA
723
Reilly Financial Advisors
California
$14K +$4.26K +68 +44%
FWM
724
Focused Wealth Management
New York
$13K
HR
725
Howe & Rusling
New York
$13K