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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
901
TrustCore Financial Services
Tennessee
$79K +$77.7K +1,000 New
QCG
902
Quadrant Capital Group
Ohio
$78K +$2.88K +37 +4%
HDIM
903
Hanson & Doremus Investment Management
Vermont
$77K – – –
WB
904
Webster Bank
Connecticut
$77K – – –
PCP
905
Proficio Capital Partners
Massachusetts
$77K +$1.32K +17 +2%
OC
906
Oakworth Capital
Alabama
$77K +$41.8K +538 +75%
RPC
907
Rossmore Private Capital
Connecticut
$74.5K +$73.3K +943 New
SSB
908
Sandy Spring Bank
Maryland
$72K -$11.5K -148 -14%
HT
909
Heritage Trust
Oklahoma
$72K – – –
TFO
910
Tarbox Family Office
California
$71K – – –
BDWM
911
Brewin Dolphin Wealth Management
Ireland
$69.1K – – –
VFA
912
Valeo Financial Advisors
Indiana
$69K +$4.82K +62 +8%
LC
913
Landaas & Company
Wisconsin
$68K -$112K -1,437 -63%
SBL
914
Sargent Bickham Lagudis
Colorado
$68K – – –
QAM
915
QCI Asset Management
New York
$68K +$29.2K +375 +77%
RFA
916
Reilly Financial Advisors
California
$67K – – –
CAW
917
Cornerstone Advisors (Washington)
Washington
$65K -$700 -9 -1%
SQA
918
Simon Quick Advisors
New Jersey
$63K +$19.7K +253 +51%
OIA
919
OneDigital Investment Advisors
Kansas
$60K -$21.1K -271 -26%
GRP
920
Global Retirement Partners
California
$60K +$10.5K +135 +22%
CAPTRUST Financial Advisors
921
CAPTRUST Financial Advisors
North Carolina
$59K +$40.7K +523 +235%
CAL
922
Capital Advisors Ltd
Ohio
$58K – – –
AIS
923
Accurate Investment Solutions
Pennsylvania
$54K -$7K -90 -12%
AW
924
Alpha Windward
Massachusetts
$53K -$3.11K -40 -6%
PCA
925
Peddock Capital Advisors
Massachusetts
$53K – – –