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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
526
West Financial Advisors
Iowa
$40K
AP
527
Atwood & Palmer
Missouri
$39K
POIA
528
Pin Oak Investment Advisors
Texas
$39K
WT
529
Washington Trust
Rhode Island
$39K
GI
530
Gradient Investments
Minnesota
$37K
MFC
531
Mechanics Financial Corp
Ohio
$37K
HNB
532
Huntington National Bank
Ohio
$37K +$6.59K +98 +19%
KFI
533
Key Financial Inc
Pennsylvania
$36K
MRCM
534
M&R Capital Management
New Jersey
$36K
PCFFS
535
Pacific Center for Financial Services
California
$36K
ZIG
536
Zullo Investment Group
Pennsylvania
$36K
DIP
537
DT Investment Partners
Pennsylvania
$36K +$40.4K +600 New
TWC
538
TD Waterhouse Canada
Ontario, Canada
$35K +$1.08K +16 +3%
WTC
539
WhitTier Trust Company
Nevada
$34K
IBOK
540
Independence Bank of Kentucky
Kentucky
$33K
TWM
541
Tradition Wealth Management
Minnesota
$33K
HI
542
Harbour Investments
Wisconsin
$31K
PFBT
543
Parkside Financial Bank & Trust
Missouri
$31K +$6.73K +100 +24%
AIL
544
AGF Investments LLC
Ontario, Canada
$31K +$35.1K +522 New
PA
545
PSI Advisors
Florida
$30K
FA
546
Financial Avengers
California
$30K +$336 +5 +1%
BBHC
547
Brown Brothers Harriman & Co
New York
$30K +$33.4K +497 New
SWM
548
Spire Wealth Management
Virginia
$28K -$286K -4,244 -90%
CWA
549
Carolina Wealth Advisors
South Carolina
$28K
CG
550
Cutler Group
California
$28K