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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
751
Reilly Financial Advisors
California
$23K – – –
GBT
752
Grove Bank & Trust
Florida
$23K +$15.6K +455 +212%
CS
753
Credential Securities
$21.3K +$1.3K +38 +7%
PCP
754
Proficio Capital Partners
Massachusetts
$21K -$14.9K -436 -43%
PSC
755
Prentiss Smith & Co
Vermont
$20K – – –
SBL
756
Sargent Bickham Lagudis
Colorado
$19K -$1.37K -40 -7%
MUS
757
Mitsubishi UFJ Securities
Japan
$18K -$135K -3,940 -89%
GAM
758
Gemmer Asset Management
California
$18K -$5.24K -153 -22%
MLFP
759
MPS Loria Financial Planners
Illinois
$18K +$17.8K +520 New
PWM
760
Perigon Wealth Management
California
$17K -$9.79K -286 -37%
HCC
761
Hirtle Callaghan & Co
Pennsylvania
$16K -$4.04K -118 -20%
EWM
762
Endurance Wealth Management
Rhode Island
$16K – – –
PFSC
763
Peoples Financial Services Corp
Pennsylvania
$15K – – –
IWM
764
IHT Wealth Management
Illinois
$14K -$79.9K -2,335 -41%
RFS
765
Rockefeller Financial Services
New York
$14K -$60.9K -1,781 -82%
DSN
766
D. Scott Neal
Kentucky
$14K – – –
EDRH
767
Edmond de Rothschild Holding
Switzerland
$14K – – –
HT
768
Heritage Trust
Oklahoma
$14K – – –
TFO
769
Tarbox Family Office
California
$13K – – –
VWA
770
V Wealth Advisors
Kansas
$13K +$13K +380 New
JCM
771
Jacobi Capital Management
Pennsylvania
$11K – – –
GI
772
Gradient Investments
Minnesota
$11K +$103 +3 +1%
PFGIA
773
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$5.34K +156 +101%
TWA
774
TCI Wealth Advisors
Arizona
$10K -$1.27K -37 -12%
CAW
775
Cornerstone Advisors (Washington)
Washington
$10K – – –
29 30
31
32 33