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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
201
TS Financial Group (TSFG)
Illinois
$1K +$1.14K +250 New
PP
202
PFS Partners
New Jersey
$898 – – –
AF
203
Allworth Financial
California
$673 – – –
SWA
204
SOA Wealth Advisors
New York
$664 – – –
WT
205
Whittier Trust
California
$560 – – –
HNB
206
Huntington National Bank
Ohio
$528 +$542 +119 +567%
HI
207
Harbour Investments
Wisconsin
$377 – – –
TCOV
208
Trust Company of Vermont
Vermont
$377 – – –
WTC
209
WhitTier Trust Company
Nevada
$357 – – –
CB
210
Community Bank
New York
$312 – – –
RhumbLine Advisers
211
RhumbLine Advisers
Massachusetts
$124 – – –
RIL
212
Rothschild Investment LLC
Illinois
$113 – – –
RF
213
Robbins Farley
New Hampshire
$95 – – –
CWP
214
Concord Wealth Partners
Virginia
$94 – – –
BTI
215
Blue Trust Inc
Georgia
$57 – – –
SWIM
216
Smallwood Wealth Investment Management
New Jersey
$41 +$50 +11 New
CPG
217
Cornerstone Planning Group
New Jersey
$33 – – –
CFFP
218
Center for Financial Planning
Michigan
$31 – – –
AA
219
Addison Advisors
Vermont
$19 – – –
MLA
220
MB, Levis & Associates
Pennsylvania
$15 – – –
S
221
Sachetta
Massachusetts
$12 – – –
HC
222
Hurley Capital
New York
$4 – – –
HRCM
223
Hood River Capital Management
Florida
– -$53.3M -14,091,726 Closed
EIG
224
EdgePoint Investment Group
Ontario, Canada
– -$46.2M -12,224,473 Closed
IIM
225
Intact Investment Management
Quebec, Canada
– -$4.34M -1,143,980 Closed