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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
551
Carroll Financial Associates
North Carolina
$90K -$422K -39,128 -83%
GBT
552
Grove Bank & Trust
Florida
$82K -$6.68K -620 -8%
JFA
553
JNBA Financial Advisors
Minnesota
$81K
AIM
554
Anchor Investment Management
South Carolina
$75.2K
WTB
555
Washington Trust Bank
Washington
$73K
ZB
556
Zions Bancorporation
Utah
$73K +$68.6K +6,364 New
AIM
557
Advantage Investment Management
Iowa
$71K +$43.1K +4,000 +176%
MIFH
558
Migdal Insurance & Financial Holdings
Israel
$66K +$62.6K +5,808 New
WTC
559
WhitTier Trust Company
Nevada
$62K
TCOV
560
Trust Company of Vermont
Vermont
$60K -$64.9K -6,020 -53%
OIA
561
OneDigital Investment Advisors
Kansas
$60K
JFGIW
562
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K +$17.2K +1,600 +44%
EWM
563
Endurance Wealth Management
Rhode Island
$55K
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$54.7K
TF
565
Tompkins Financial
New York
$50K
EMG
566
ETF Managers Group
New Jersey
$47K +$4.22K +392 +10%
BWM
567
Baystate Wealth Management
Massachusetts
$45K
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$42K
LWM
569
Lenox Wealth Management
Ohio
$41K +$7.93K +736 +25%
FMTCOCP
570
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40.3K
WT
571
Whittier Trust
California
$40K
CAL
572
Capital Advisors Ltd
Ohio
$37K
SIC
573
Salem Investment Counselors
North Carolina
$36K -$3.88K -360 -10%
VIA
574
Vantage Investment Advisors
Pennsylvania
$36K
SIAS
575
Shine Investment Advisory Services
Colorado
$33K +$15.2K +1,408 +95%