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Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
Advisor Group
Arizona
$25K -$4.09K -124 -13%
HNB
227
Huntington National Bank
Ohio
$24K – – –
SPIA
228
Steward Partners Investment Advisory
New York
$22K -$4.09K -124 -15%
SWP
229
Stratos Wealth Partners
Ohio
$22K +$22.4K +681 New
TF
230
Tompkins Financial
New York
$20K – – –
JA
231
JOYN Advisors
Georgia
$18K +$5.7K +173 +46%
TCOV
232
Trust Company of Vermont
Vermont
$16K – – –
WAM
233
Watermark Asset Management
California
$16K – – –
CFG
234
Citizens Financial Group
Rhode Island
$16K +$16.5K +500 New
KJWM
235
Kiley Juergens Wealth Management
Washington
$15K +$2.64K +80 +20%
US Bancorp
236
US Bancorp
Minnesota
$13K -$3.33K -101 -20%
PCP
237
Proficio Capital Partners
Massachusetts
$13K – – –
ZB
238
Zions Bancorporation
Utah
$13K – – –
APP
239
Avantax Planning Partners
Iowa
$13K +$13.2K +400 New
C
240
Cerebellum
California
$11K -$169K -5,126 -94%
GAM
241
Gemmer Asset Management
California
$11K – – –
PCM
242
Peregrine Capital Management
Minnesota
$11K – – –
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$9K -$956 -29 -10%
BWM
244
BerganKDV Wealth Management
Minnesota
$9K – – –
LJHT
245
Laurie J. Hall Trustee
$9K – – –
SF
246
Synovus Financial
Georgia
$9K – – –
RE
247
RBC Europe
United Kingdom
$8.65K – – –
ASN
248
Advisory Services Network
Georgia
$8K -$4.29K -130 -35%
BCWM
249
Bartlett & Co Wealth Management
Ohio
$7.38K – – –
BC
250
Bartlett & Co
Ohio
$7K – – –