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Name Holding Trade Value Shares
Change
Change in
Stake
HT
501
Heritage Trust
Oklahoma
$67K
IA
502
IFP Advisors
Florida
$66K -$64.4K -2,843 -50%
RFS
503
Rockefeller Financial Services
New York
$64K
Simplex Trading
504
Simplex Trading
Illinois
$62K -$221K -9,749 -78%
CIBC Private Wealth Group
505
CIBC Private Wealth Group
Georgia
$61K +$60.9K +2,687 New
PA
506
Parallel Advisors
California
$60K
TCOV
507
Trust Company of Vermont
Vermont
$60K
GBT
508
Grove Bank & Trust
Florida
$58K -$11.3K -499 -16%
BTIS
509
BB&T Investment Services
North Carolina
$57K
EWM
510
Evercore Wealth Management
New York
$52K
PFBT
511
Parkside Financial Bank & Trust
Missouri
$48K
First Manhattan
512
First Manhattan
New York
$44K
RFA
513
Reilly Financial Advisors
California
$43K +$14.1K +623 +49%
PCP
514
Proficio Capital Partners
Massachusetts
$42K
EA
515
Edge Advisors
Georgia
$36K
HR
516
Howe & Rusling
New York
$36K
SSB
517
Sandy Spring Bank
Maryland
$36K
DSC
518
Duncker Streett & Co
Missouri
$36K +$17K +752 +89%
WIM
519
Westside Investment Management
California
$35.9K +$1.77K +78 +5%
CA
520
Centerpoint Advisors
Massachusetts
$35K +$34.7K +1,532 New
IWM
521
IHT Wealth Management
Illinois
$34K +$3.87K +171 +14%
TWA
522
TCI Wealth Advisors
Arizona
$32K
AFNAS
523
American Financial Network Advisory Services
California
$30K -$2.9K -128 -9%
SIC
524
Salem Investment Counselors
North Carolina
$30K -$2.67K -118 -8%
CA
525
Calton & Associates
Florida
$30K +$27.8K +1,226 New