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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$26K -$4.77K -139 -15%
HNB
252
Huntington National Bank
Ohio
$24K -$3.43K -100 -12%
TF
253
Tompkins Financial
New York
$20K
TCOV
254
Trust Company of Vermont
Vermont
$17K
WAM
255
Watermark Asset Management
California
$16K
US Bancorp
256
US Bancorp
Minnesota
$16K +$652 +19 +4%
PCP
257
Proficio Capital Partners
Massachusetts
$14K +$7.62K +222 +118%
ZB
258
Zions Bancorporation
Utah
$13K
KJWM
259
Kiley Juergens Wealth Management
Washington
$13K +$13.7K +400 New
ASN
260
Advisory Services Network
Georgia
$12K
JA
261
JOYN Advisors
Georgia
$12K +$10.2K +298 +377%
GAM
262
Gemmer Asset Management
California
$11K
PCM
263
Peregrine Capital Management
Minnesota
$11K +$11.6K +337 New
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$10K -$823 -24 -7%
AIS
265
Accurate Investment Solutions
Pennsylvania
$9K
LJHT
266
Laurie J. Hall Trustee
$9K
SF
267
Synovus Financial
Georgia
$9K
BWM
268
BerganKDV Wealth Management
Minnesota
$9K +$9.78K +285 New
RE
269
RBC Europe
United Kingdom
$8.75K
MA
270
MUFG Americas
New York
$8K +$8.58K +250 New
BCWM
271
Bartlett & Co Wealth Management
Ohio
$7.46K
BBHC
272
Brown Brothers Harriman & Co
New York
$7K -$1.54K -45 -18%
BC
273
Bartlett & Co
Ohio
$7K
MSFP
274
Mark Sheptoff Financial Planning
Connecticut
$7K
S
275
SignatureFD
Georgia
$7K +$1.48K +43 +25%