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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$10K
PNC Financial Services Group
302
PNC Financial Services Group
Pennsylvania
$9K -$61.8K -2,673 -88%
NFG
303
Next Financial Group
Texas
$9K +$2.84K +123 +49%
KWM
304
Kingsview Wealth Management
Oregon
$8K
RIA
305
Realta Investment Advisors
Delaware
$8K
TNBTD
306
Trustmark National Bank Trust Department
Mississippi
$8K
OIA
307
Optimum Investment Advisors
Illinois
$7K -$5.78K -250 -47%
DAM
308
Delta Asset Management
Tennessee
$6K
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$6K +$855 +37 +19%
CHC
310
City Holding Co
West Virginia
$5K
PCP
311
Proficio Capital Partners
Massachusetts
$5K +$4.41K +191 New
TA
312
TCG Advisors
Texas
$4K -$4.62K -200 -57%
BFC
313
Bedel Financial Consulting
Indiana
$4K
EWM
314
Edge Wealth Management
New York
$4K
HDIM
315
Hanson & Doremus Investment Management
Vermont
$4K
LC
316
Lindbrook Capital
California
$4K
Rockefeller Capital Management
317
Rockefeller Capital Management
New York
$4K
SCA
318
Stonebridge Capital Advisors
Minnesota
$4K +$3.35K +145 New
MIM
319
MetLife Investment Management
New Jersey
$3.08K +$2.84K +123 New
AWM
320
Avior Wealth Management
Nebraska
$3K
HNB
321
Huntington National Bank
Ohio
$3K
SIAP
322
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K
SF
323
Synovus Financial
Georgia
$3K
JFA
324
JNBA Financial Advisors
Minnesota
$3K +$2.31K +100 New
PGAM
325
Princeton Global Asset Management
New Jersey
$3K +$2.31K +100 New