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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
201
HM Payson & Co
Maine
$15K
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$13K -$5.71K -189 -26%
AWM
203
Avior Wealth Management
Nebraska
$13K
WT
204
Whittier Trust
California
$11K
PB
205
Pinnacle Bancorp
Nebraska
$11K +$12.2K +402 +788%
VNA
206
Valley National Advisers
Pennsylvania
$10K -$11.3K -375 -48%
Bessemer Group
207
Bessemer Group
New Jersey
$8K -$58.3K -1,929 -85%
MAM
208
Meeder Asset Management
Ohio
$8K -$3.24K -107 -25%
QC
209
Quent Capital
New York
$8K
S
210
SignatureFD
Georgia
$8K +$2.03K +67 +26%
DIP
211
DT Investment Partners
Pennsylvania
$8K +$10.5K +346 New
EI
212
Ellevest Inc
New York
$7K -$50.3K -1,664 -85%
BWL
213
Bogart Wealth LLC
Virginia
$7K
BCM
214
Bourgeon Capital Management
Connecticut
$7K
CCM
215
Covington Capital Management
California
$6K
CFB
216
Cullen/Frost Bankers
Texas
$5K
TF
217
Tompkins Financial
New York
$5K +$3.02K +100 +100%
WWM
218
Wolff Wiese Magana
California
$5K +$6.2K +205 New
PA
219
Parallel Advisors
California
$4K -$2.9K -96 -35%
LS
220
Leelyn Smith
Illinois
$4K +$4.99K +165 New
APA
221
American Portfolios Advisors
New York
$3.65K
CQS
222
Credential Qtrade Securities
$3.13K +$3.9K +129 New
GWS
223
Glassman Wealth Services
Virginia
$3K -$242 -8 -7%
AF
224
Allworth Financial
California
$3K -$91 -3 -2%
CAL
225
Capital Advisors Ltd
Ohio
$3K