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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
826
Proficio Capital Partners
Massachusetts
$14K +$4.88K +33 +57%
DAM
827
Delta Asset Management
Tennessee
$12K – – –
GBT
828
Grove Bank & Trust
Florida
$11K – – –
WTC
829
WhitTier Trust Company
Nevada
$11K – – –
WT
830
Washington Trust
Rhode Island
$10K – – –
PMFA
831
Plante Moran Financial Advisors
Michigan
$10K +$2.96K +20 +47%
CFS
832
Commonwealth Financial Services
West Virginia
$10K +$10.1K +68 New
MBT
833
Monroe Bank & Trust
Michigan
$9K – – –
BBHC
834
Brown Brothers Harriman & Co
New York
$9K +$8.59K +58 New
APSP
835
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K – – –
FPFS
836
First Personal Financial Services
North Carolina
$8K – – –
TC
837
Trust Company
Kansas
$8K – – –
AIS
838
Accurate Investment Solutions
Pennsylvania
$7K – – –
ANBT
839
American National Bank & Trust
Texas
$7K – – –
ACM
840
AUA Capital Management
Pennsylvania
$6K – – –
CIM
841
Contravisory Investment Management
Massachusetts
$5K – – –
OFW
842
Omnia Family Wealth
Florida
$5K – – –
MFW
843
Mosaic Family Wealth
Missouri
$5K +$1.04K +7 +26%
GRP
844
Global Retirement Partners
California
$4K – – –
NC
845
NewSquare Capital
Pennsylvania
$4K – – –
RFA
846
Reilly Financial Advisors
California
$4K – – –
BL
847
Balentine LLC
Georgia
$4K +$3.55K +24 New
WP
848
WealthPLAN Partners
Nebraska
$3.75K +$3.7K +25 New
CG
849
Cutler Group
California
$2K -$263K -1,778 -99%
TCM
850
Tradewinds Capital Management
Washington
$2K -$13.8K -93 -90%