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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
826
Heritage Wealth Advisors
Virginia
$163K -$10K -254 -6%
DGAM
827
Desjardins Global Asset Management
Quebec, Canada
$159K +$154K +3,900 New
MPWT
828
MassMutual Private Wealth & Trust
Connecticut
$157K +$63.9K +1,618 +73%
ZB
829
Zions Bancorporation
Utah
$147K -$4.74K -120 -3%
AA
830
Alta Advisers
United Kingdom
$147K – – –
NHT
831
New Hampshire Trust
New Hampshire
$144K -$2.13K -54 -2%
PAG
832
Paladin Advisory Group
Iowa
$140K +$135K +3,424 New
TFM
833
TFC Financial Management
Massachusetts
$139K -$3.95K -100 -3%
CYG
834
Clean Yield Group
Vermont
$139K +$134K +3,400 New
EWA
835
EverSource Wealth Advisors
Alabama
$130K -$6.24K -158 -5%
GWS
836
Glassman Wealth Services
Virginia
$128K +$3K +76 +2%
BEI
837
Benjamin Edwards Inc
Missouri
$118K -$4.9K -124 -4%
QC
838
Quent Capital
New York
$117K +$1.19K +30 +1%
AAS
839
Ameritas Advisory Services
Nebraska
$117K +$113K +2,870 New
TIM
840
Tortoise Investment Management
New York
$112K -$39.5K -1,000 -27%
JSAM
841
J. Safra Asset Management
New York
$110K +$106K +2,686 New
IWP
842
Icon Wealth Partners
Texas
$106K +$103K +2,606 New
CCM
843
Chilton Capital Management
Texas
$104K +$101K +2,556 New
RTC
844
Riverview Trust Company
Washington
$99K – – –
SWA
845
Sutton Wealth Advisors
Florida
$98.8K -$26.4K -668 -22%
TIM
846
Thompson Investment Management
Wisconsin
$97.4K +$94.1K +2,384 New
OA
847
Operose Advisors
Wisconsin
$96.4K – – –
GBT
848
Grove Bank & Trust
Florida
$96K +$15.6K +394 +20%
SSG
849
Summit Securities Group
New York
$95K -$267K -6,758 -74%
TWM
850
Tradition Wealth Management
Minnesota
$90K +$632 +16 +0.7%
32 33
34
35 36