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FLR

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
401
Clear Perspective Advisors
Illinois
$19K – – –
MSTVIM
402
Messner & Smith Theme Value Investment Management
California
$17K – – –
SSB
403
Sandy Spring Bank
Maryland
$16K – – –
GRP
404
Global Retirement Partners
California
$16K +$4.27K +103 +36%
PCA
405
Peddock Capital Advisors
Massachusetts
$15K -$10.4K -250 -42%
PK
406
Pflug Koory
Nebraska
$15K – – –
RWA
407
Ropes Wealth Advisors
Massachusetts
$15K – – –
CHP
408
Cable Hill Partners
Oregon
$15K +$15.1K +365 New
FWM
409
Focused Wealth Management
New York
$14K – – –
GLI
410
Guardian Life Insurance
New York
$13K – – –
NIC
411
Northwest Investment Counselors
Oregon
$13K – – –
CFG
412
Citizens Financial Group
Rhode Island
$11K -$17.4K -420 -61%
EWM
413
Evercore Wealth Management
New York
$10K -$2.9K -70 -23%
MCM
414
Manchester Capital Management
Vermont
$10K – – –
PMFA
415
Plante Moran Financial Advisors
Michigan
$10K – – –
TDC
416
Thompson Davis & Co
Virginia
$9K – – –
PCP
417
Proficio Capital Partners
Massachusetts
$9K +$871 +21 +11%
AFNAS
418
American Financial Network Advisory Services
California
$9K +$8.42K +203 New
GEA
419
Glen Eagle Advisors
New Jersey
$8.42K – – –
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
HT
421
Heritage Trust
Oklahoma
$8K – – –
VFA
422
Valeo Financial Advisors
Indiana
$8K +$7.55K +182 New
CFA
423
Carroll Financial Associates
North Carolina
$7K – – –
LNB
424
Ledyard National Bank
$7K – – –
ZB
425
Zions Bancorporation
Utah
$7K +$6.63K +160 New
15 16
17
18 19