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Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$110K +$6.34K +89 +7%
QCG
202
Quadrant Capital Group
Ohio
$107K +$1.71K +24 +2%
FPFS
203
First Personal Financial Services
North Carolina
$87K
JWM
204
Janiczek Wealth Management
Colorado
$69K +$47.2K +663 +330%
FMT
205
First Mercantile Trust
Tennessee
$67K +$4.99K +70 +9%
BCWM
206
Bartlett & Co Wealth Management
Ohio
$59.5K
BC
207
Bartlett & Co
Ohio
$59K
CFGS
208
Concourse Financial Group Securities
Alabama
$59K +$9.41K +132 +22%
CMBA
209
C.M. Bidwell & Associates
Hawaii
$55K -$11K -155 -18%
FHA
210
First Horizon Advisors
Tennessee
$50K
PA
211
Parallel Advisors
California
$48K -$7.13K -100 -14%
IAIM
212
International Assets Investment Management
Florida
$41K +$36.9K +518 New
VFA
213
Valeo Financial Advisors
Indiana
$35K -$5.63K -79 -15%
GWM
214
Geneos Wealth Management
Colorado
$35K -$926 -13 -3%
ZB
215
Zions Bancorporation
Utah
$30K -$1.21K -17 -4%
FFA
216
Freedman Financial Associates
Massachusetts
$30K +$26.6K +374 New
PWPS
217
Pinnacle Wealth Planning Services
Ohio
$26K +$23.5K +330 New
EWM
218
Endurance Wealth Management
Rhode Island
$24K
PP
219
Pacifica Partners
Canada
$24K
Bessemer Group
220
Bessemer Group
New Jersey
$24K +$21.5K +302 New
TFIPS
221
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.8K +$19.6K +275 New
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$21K
HGWM
223
Harvest Group Wealth Management
Massachusetts
$20K
ICP
224
Interchange Capital Partners
Pennsylvania
$19K +$17.4K +244 New
HPC
225
HM Payson & Co
Maine
$15K