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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
RE
526
RBC Europe
United Kingdom
$25.8K – – –
CFA
527
Carroll Financial Associates
North Carolina
$25K – – –
HFM
528
Hartford Financial Management
Connecticut
$25K – – –
CYG
529
Clean Yield Group
Vermont
$25K +$24.6K +75 New
FPS
530
Fieldpoint Private Securities
Connecticut
$24K -$22.3K -68 -51%
AWA
531
Artemis Wealth Advisors
New York
$23.9K +$23.2K +71 New
SIA
532
SkyView Investment Advisors
New Jersey
$23K – – –
TPCW
533
TD Private Client Wealth
New York
$22.5K – – –
PCG
534
Private Capital Group
Connecticut
$22K -$8.84K -27 -30%
GWS
535
Glassman Wealth Services
Virginia
$22K – – –
M
536
MOTCO
Texas
$22K – – –
MHR
537
Matthew Hamilton Rosenberg
$21K – – –
OAJ
538
Ogorek Anthony Joseph
New York
$21K – – –
PWM
539
Prentice Wealth Management
New York
$21K – – –
ST
540
Smithfield Trust
Pennsylvania
$21K – – –
AF
541
Arrow Financial
New York
$20K – – –
HNB
542
Huntington National Bank
Ohio
$19K -$36K -110 -66%
NFG
543
Next Financial Group
Texas
$19K – – –
SB
544
Strategic Blueprint
Georgia
$19K +$18.7K +57 New
JWA
545
JFS Wealth Advisors
Pennsylvania
$17K – – –
JWM
546
Janiczek Wealth Management
Colorado
$17K +$6.88K +21 +68%
ST
547
Sageworth Trust
Pennsylvania
$17K +$16.4K +50 New
JCM
548
Jacobi Capital Management
Pennsylvania
$16K +$4.58K +14 +40%
VCM
549
Versant Capital Management
Arizona
$15K +$8.19K +25 +119%
CFGS
550
Concourse Financial Group Securities
Alabama
$15K +$14.7K +45 New
20 21
22
23 24