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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
526
Stonebridge Capital Advisors
Minnesota
$5K +$4.78K +282 New
DWM
527
Destination Wealth Management
California
$5K +$5.35K +316 New
PCM
528
Prelude Capital Management
New York
$4K -$136 -8 -3%
JCM
529
Jacobi Capital Management
Pennsylvania
$4K – – –
TIM
530
Tortoise Investment Management
New York
$4K – – –
M
531
MOTCO
Texas
$4K +$4.24K +250 New
MIM
532
Macroview Investment Management
Maryland
$3K – – –
SFA
533
Semmax Financial Advisors
North Carolina
$3K – – –
TCOV
534
Trust Company of Vermont
Vermont
$3K – – –
GWS
535
Glassman Wealth Services
Virginia
$3K +$136 +8 +5%
AF
536
Advisornet Financial
Minnesota
$3K +$1.37K +81 +72%
CFG
537
Citizens Financial Group
Rhode Island
$2K -$16.9K -1,000 -89%
CCM
538
Copeland Capital Management
Pennsylvania
$2K -$407 -24 -17%
CFA
539
Camarda Financial Advisors
Florida
$2K – – –
CAGAS
540
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
Fidelity International
541
Fidelity International
Bermuda
$2K – – –
PFSC
542
Peoples Financial Services Corp
Pennsylvania
$2K – – –
Rockefeller Capital Management
543
Rockefeller Capital Management
New York
$1K -$14.5K -855 -96%
VCM
544
Versant Capital Management
Arizona
$1K -$2.07K -122 -63%
BWM
545
Baystate Wealth Management
Massachusetts
$1K -$1.2K -71 -46%
APW
546
Acima Private Wealth
Virginia
$1K – – –
AF
547
Allworth Financial
California
$1K – – –
BWM
548
BerganKDV Wealth Management
Minnesota
$1K – – –
VNA
549
Valley National Advisers
Pennsylvania
$1K – – –
W
550
WealthStone
Ohio
$586 +$593 +35 New