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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
826
Mission Wealth Management
California
$601K +$11.6K +58 +2%
S
827
SignatureFD
Georgia
$596K +$39.8K +199 +7%
IFG
828
Investors Financial Group
Minnesota
$595K +$7.99K +40 +1%
ADBIC
829
A.D. Beadell Investment Counsel
Wisconsin
$594K +$55K +275 +10%
PCM
830
Parsons Capital Management
Rhode Island
$592K -$20K -100 -3%
TCA
831
Tortoise Capital Advisors
Kansas
$590K -$13.6K -68 -2%
SFG
832
SNS Financial Group
Minnesota
$589K -$201K -1,004 -25%
TBNY
833
Trustco Bank (New York)
New York
$576K -$9.99K -50 -2%
ABC
834
Associated Banc-Corp
Wisconsin
$572K +$572K +2,864 New
WEC
835
Winslow Evans & Crocker
Massachusetts
$570K – – –
CSPIA
836
Cary Street Partners Investment Advisory
Virginia
$570K +$570K +2,854 New
WTC
837
WhitTier Trust Company
Nevada
$569K – – –
DT
838
Diversified Trust
Tennessee
$569K +$152K +759 +36%
CG
839
Colony Group
Massachusetts
$563K -$74.7K -374 -12%
ABP
840
Arthur B. Page
$563K +$20K +100 +4%
CAM
841
Congress Asset Management
Massachusetts
$557K -$97.5K -488 -15%
ZB
842
Zions Bancorporation
Utah
$557K -$39.8K -199 -7%
JF
843
Jump Financial
Illinois
$554K +$554K +2,770 New
JWCA
844
J.W. Cole Advisors
Florida
$553K +$553K +2,765 New
RIS
845
Retirement Income Solutions
Michigan
$551K +$1.4K +7 +0.3%
BG
846
Bollard Group
Massachusetts
$545K – – –
DBG
847
De Burlo Group
Massachusetts
$540K -$9.99K -50 -2%
CWM
848
Circle Wealth Management
New Jersey
$540K +$73.7K +369 +16%
LS
849
Livforsakringsbolaget Skandia
Sweden
$538K – – –
CC
850
Courier Capital
New York
$538K +$96.5K +483 +22%