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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
651
Institutional & Family Asset Management
Colorado
$29K – – –
PCG
652
Private Capital Group
Connecticut
$28K -$3.51K -71 -10%
KFP
653
KB Financial Partners
New Jersey
$27K -$6.92K -140 -19%
MSFP
654
Mark Sheptoff Financial Planning
Connecticut
$27K – – –
RTC
655
Riverview Trust Company
Washington
$27K +$28.7K +580 New
Sageworth Trust
656
Sageworth Trust
Pennsylvania
$25K -$115K -2,329 -81%
GWS
657
Glassman Wealth Services
Virginia
$25K +$445 +9 +2%
HR
658
Howe & Rusling
New York
$25K +$14K +283 +104%
BCM
659
Blume Capital Management
California
$24K – – –
Capital Analysts LLC
660
Capital Analysts LLC
Pennsylvania
$24K – – –
CA
661
Crewe Advisors
Utah
$24K – – –
FMB
662
Field & Main Bank
Kentucky
$24K – – –
FCB
663
First Command Bank
Texas
$24K – – –
FCFS
664
First Command Financial Services
Texas
$24K – – –
PCTC
665
Perkins Coie Trust Company
Washington
$24K – – –
AA
666
Addison Advisors
Vermont
$23K – – –
FCA
667
FinTrust Capital Advisors
South Carolina
$23K – – –
SIS
668
Sound Income Strategies
Florida
$20K +$148 +3 +0.7%
Penserra Capital Management
669
Penserra Capital Management
California
$20K +$22.6K +456 New
FFC
670
First Financial Corp
Indiana
$19K – – –
GLLW
671
Graves Light Lenhart Wealth
Virginia
$19K – – –
Ancora Advisors
672
Ancora Advisors
Ohio
$18K – – –
ATC
673
Adirondack Trust Company
New York
$17K – – –
NIC
674
Northwest Investment Counselors
Oregon
$17K – – –
FAG
675
Fortitude Advisory Group
Washington
$17K +$1.19K +24 +7%