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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
676
Pathstone Family Office
New Jersey
$19K
TAIM
677
TD Ameritrade Investment Management
Nebraska
$18K
JCM
678
Jacobi Capital Management
Pennsylvania
$18K +$16.8K +182 New
RTC
679
Riverview Trust Company
Washington
$17K
Rockefeller Capital Management
680
Rockefeller Capital Management
New York
$17K +$2.12K +23 +16%
PFBT
681
Parkside Financial Bank & Trust
Missouri
$17K +$4.33K +47 +38%
ZB
682
Zions Bancorporation
Utah
$16K
LWM
683
Liberty Wealth Management
California
$16K +$92 +1 +0.6%
CFD
684
Creative Financial Designs
Indiana
$16K +$14.6K +159 New
RE
685
RBC Europe
United Kingdom
$15.7K
FCA
686
FinTrust Capital Advisors
South Carolina
$15K -$38.5K -418 -73%
HFA
687
HC Financial Advisors
California
$15K
PA
688
Procyon Advisors
Connecticut
$14K +$645 +7 +6%
AWMS
689
Advocacy Wealth Management Services
Georgia
$14K +$12.6K +137 New
FRA
690
Front Row Advisors
California
$13K
HR
691
Howe & Rusling
New York
$12K -$2.58K -28 -18%
FWM
692
Focused Wealth Management
New York
$12K +$10.6K +115 New
LB
693
Legacy Bridge
Iowa
$11K
WPA
694
West Paces Advisors
Georgia
$10.1K
WT
695
Washington Trust
Rhode Island
$10K -$16.8K -182 -65%
DAM
696
Delta Asset Management
Tennessee
$10K -$9.21K -100 -50%
BWL
697
Bogart Wealth LLC
Virginia
$10K -$921 -10 -9%
LC
698
Lindbrook Capital
California
$9K -$3.78K -41 -32%
SLF
699
Sun Life Financial
Ontario, Canada
$9K +$92 +1 +1%
TL
700
TrueWealth LLC
Georgia
$8K