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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1001
Bourgeon Capital Management
Connecticut
$168K – – –
CG
1002
Cutler Group
California
$165K +$172K +735 New
SPIA
1003
Steward Partners Investment Advisory
New York
$164K +$49.2K +210 +40%
ONST
1004
Old North State Trust
North Carolina
$159K – – –
KPCM
1005
Kings Point Capital Management
New York
$157K – – –
EIP
1006
Ellis Investment Partners
Pennsylvania
$149K +$234 +1 +0.2%
PCM
1007
Penserra Capital Management
California
$141K +$17.6K +75 +13%
MA
1008
MCF Advisors
Kentucky
$141K +$22.3K +95 +18%
ZB
1009
Zions Bancorporation
Utah
$137K +$2.11K +9 +2%
SIC
1010
Salem Investment Counselors
North Carolina
$135K +$46.9K +200 +50%
PSB
1011
Piscataqua Savings Bank
New Hampshire
$133K – – –
GFPC
1012
Global Financial Private Client
Florida
$133K +$45.9K +196 +51%
WB
1013
Webster Bank
Connecticut
$128K -$35.2K -150 -21%
WTC
1014
WhitTier Trust Company
Nevada
$126K +$703 +3 +0.5%
PFBT
1015
Parkside Financial Bank & Trust
Missouri
$126K +$1.64K +7 +1%
M
1016
MOTCO
Texas
$119K +$17.1K +73 +16%
GEA
1017
Glen Eagle Advisors
New Jersey
$119K – – –
FF
1018
FourThought Financial
Florida
$118K -$27.7K -118 -18%
APA
1019
American Portfolios Advisors
New York
$116K -$476K -2,032 -80%
AWA
1020
Arkadios Wealth Advisors
Georgia
$116K -$322K -1,376 -73%
CFA
1021
Carroll Financial Associates
North Carolina
$115K – – –
EWM
1022
Edge Wealth Management
New York
$115K +$3.05K +13 +3%
PB
1023
Pinnacle Bancorp
Nebraska
$112K – – –
T
1024
TOBAM
France
$112K – – –
IBOK
1025
Independence Bank of Kentucky
Kentucky
$111K – – –