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Name Holding Trade Value Shares
Change
Change in
Stake
FPS
226
Fieldpoint Private Securities
Connecticut
$20K – – –
PFGIA
227
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$19K – – –
VCM
229
Versant Capital Management
Arizona
$18K +$7.8K +57 +76%
FF
230
FourThought Financial
Florida
$17K – – –
TWA
231
TCI Wealth Advisors
Arizona
$17K +$3.01K +22 +22%
PCG
232
Private Capital Group
Connecticut
$14K +$3.01K +22 +29%
CTC
233
Central Trust Company
Missouri
$14K +$13.7K +100 New
PFBT
234
Parkside Financial Bank & Trust
Missouri
$12K +$958 +7 +8%
HI
235
Harbour Investments
Wisconsin
$10K +$9.99K +73 New
CWC
236
Carolinas Wealth Consulting
North Carolina
$9K -$137 -1 -1%
TFO
237
Tarbox Family Office
California
$7K – – –
CFGS
238
Concourse Financial Group Securities
Alabama
$5K – – –
QCG
239
Quadrant Capital Group
Ohio
$5K – – –
AWA
240
Arkadios Wealth Advisors
Georgia
$4K – – –
WQ
241
Wealth Quarterback
New Jersey
$4K +$3.42K +25 New
BCA
242
Berman Capital Advisors
Georgia
$3K – – –
GWSG
243
GPS Wealth Strategies Group
Colorado
$3K – – –
MCM
244
Manchester Capital Management
Vermont
$3K +$3.29K +24 New
TPCW
245
TD Private Client Wealth
New York
$2.75K +$2.74K +20 New
CWP
246
Concord Wealth Partners
Virginia
$2K -$2.33K -17 -59%
IFAM
247
Institutional & Family Asset Management
Colorado
$2K -$137 -1 -7%
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$2K +$821 +6 +67%
GWS
249
Glassman Wealth Services
Virginia
$1K – – –
FHA
250
First Horizon Advisors
Tennessee
$1K +$1.09K +8 New