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Name Holding Trade Value Shares
Change
Change in
Stake
WB
276
Webster Bank
Connecticut
$120K
GWM
277
Geneos Wealth Management
Colorado
$118K
US Bancorp
278
US Bancorp
Minnesota
$96K +$44.9K +939 +96%
O
279
Ossiam
France
$77K +$73.8K +1,545 New
SFSIG
280
San Francisco Sentry Investment Group
California
$74K
Acadian Asset Management
281
Acadian Asset Management
Massachusetts
$65K +$62.6K +1,309 New
TF
282
Tompkins Financial
New York
$50K
VFA
283
Valeo Financial Advisors
Indiana
$50K +$47.8K +1,000 New
ICP
284
Interchange Capital Partners
Pennsylvania
$49K +$47.8K +1,000 New
PI
285
PineBridge Investments
New York
$40K -$710K -14,861 -95%
LC
286
Lindbrook Capital
California
$40K +$3.06K +64 +9%
PFGIA
287
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$33.5K +700 New
BWM
288
Birchcreek Wealth Management
Ohio
$32K +$31.1K +650 New
PFBT
289
Parkside Financial Bank & Trust
Missouri
$30K -$669 -14 -2%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$27K
COCM
291
Charter Oak Capital Management
New Hampshire
$27K +$26.3K +550 New
CFFP
292
Center for Financial Planning
Michigan
$25K
DAM
293
Delta Asset Management
Tennessee
$25K
CAPTRUST Financial Advisors
294
CAPTRUST Financial Advisors
North Carolina
$24K -$86K -1,800 -79%
FPS
295
Fieldpoint Private Securities
Connecticut
$23K +$21.7K +455 New
ST
296
Smithfield Trust
Pennsylvania
$20K
PFO
297
Pathstone Family Office
New Jersey
$20K +$18.9K +395 New
HFM
298
Harvest Fund Management
China
$18K -$8.41K -176 -33%
QCG
299
Quadrant Capital Group
Ohio
$18K -$4.45K -93 -21%
PCM
300
Peregrine Capital Management
Minnesota
$17K -$672K -14,070 -98%