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Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
601
Peapack-Gladstone Financial Corp
New Jersey
$710K -$7.82K -26 -1%
S
602
SignatureFD
Georgia
$709K -$30.1K -100 -4%
ECM
603
ETrade Capital Management
Virginia
$702K -$107K -356 -12%
EGA
604
Eagle Global Advisors
Texas
$702K – – –
SAM
605
SP Asset Management
California
$701K +$394K +1,310 +100%
IB
606
Intrust Bank
Kansas
$689K -$35.5K -118 -4%
RG
607
Renaissance Group
Kentucky
$687K +$73.6K +245 +11%
TW
608
TrinityPoint Wealth
Connecticut
$686K -$28.6K -95 -4%
CIA
609
CSat Investment Advisory
Michigan
$686K +$69.4K +231 +10%
CWA
610
Clarus Wealth Advisors
Arizona
$682K – – –
Vanguard Capital Wealth Advisors
611
Vanguard Capital Wealth Advisors
Colorado
$682K +$767K +2,550 New
CB
612
Cadence Bank
Mississippi
$680K -$3.91K -13 -0.5%
IP
613
Intellectus Partners
California
$679K -$6.91K -23 -0.9%
TCOV
614
Trust Company of Vermont
Vermont
$666K -$75.1K -250 -9%
BWM
615
Baystate Wealth Management
Massachusetts
$665K -$34.6K -115 -4%
CWM
616
Confluence Wealth Management
Oregon
$660K +$33.7K +112 +5%
FLPIM
617
F.L. Putnam Investment Management
Massachusetts
$650K -$335K -1,116 -31%
DADC
618
D.A. Davidson & Co
Montana
$647K -$20.4K -68 -3%
VFA
619
Valeo Financial Advisors
Indiana
$647K +$109K +363 +18%
CA
620
Continental Advisors
Utah
$636K – – –
VFM
621
Viking Fund Management
North Dakota
$629K +$105K +350 +18%
HWA
622
Heritage Wealth Advisors
Virginia
$627K +$16.5K +55 +2%
PCS
623
Personal CFO Solutions
New Jersey
$626K +$44.8K +149 +7%
SCM
624
Soleus Capital Management
Connecticut
$615K -$210K -700 -23%
BAM
625
Berkshire Asset Management
Pennsylvania
$613K -$944K -3,141 -58%