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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
501
Delpha Capital Management
New York
$33K +$32.5K +684 New
PFGIA
502
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$48 +1 +0.2%
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$31K +$30.3K +638 New
GLI
504
Guardian Life Insurance
New York
$30K +$9.17K +193 +44%
PFSC
505
Peoples Financial Services Corp
Pennsylvania
$29K
PMFA
506
Plante Moran Financial Advisors
Michigan
$29K
WTB
507
Washington Trust Bank
Washington
$29K
TC
508
Telemus Capital
Michigan
$26K +$25.3K +533 New
CPIG
509
Chicago Partners Investment Group
Illinois
$24K
FANJ
510
Financial Architects (New Jersey)
New Jersey
$24K
PCTC
511
Perkins Coie Trust Company
Washington
$24K
WB
512
Webster Bank
Connecticut
$24K
CAW
513
Cornerstone Advisors (Washington)
Washington
$23K
GI
514
Gradient Investments
Minnesota
$22K +$21.4K +450 New
OIA
515
OneDigital Investment Advisors
Kansas
$21K +$4.75K +100 +29%
SLF
516
Sun Life Financial
Ontario, Canada
$20K -$47.8K -1,005 -70%
YWP
517
YorkBridge Wealth Partners
New York
$20K
SNT
518
Security National Trust
West Virginia
$19K
M
519
MOTCO
Texas
$18K -$7.84K -165 -31%
BL
520
Balentine LLC
Georgia
$18K
LWCFA
521
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K
BTIS
522
BB&T Investment Services
North Carolina
$18K +$143 +3 +0.8%
RPG
523
Risk Paradigm Group
Texas
$17.2K
JCM
524
Jacobi Capital Management
Pennsylvania
$17K -$8.37K -176 -33%
TSW
525
Thompson Siegel & Walmsley
Virginia
$17K +$16.6K +350 New