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