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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$12K
UB
152
UMB Bank
Missouri
$11K -$7.13K -220 -40%
GRP
153
Global Retirement Partners
California
$10K +$4.12K +127 +73%
TWC
154
TD Waterhouse Canada
Ontario, Canada
$9.5K +$972 +30 +14%
AF
155
Allworth Financial
California
$9K +$9.4K +290 New
PB
156
Pinnacle Bancorp
Nebraska
$8K
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$8K +$2.17K +67 +36%
BWM
158
BerganKDV Wealth Management
Minnesota
$7K
FRA
159
Front Row Advisors
California
$7K +$97 +3 +1%
BBHC
160
Brown Brothers Harriman & Co
New York
$6K
TFS
161
TrustCore Financial Services
Tennessee
$6K
ZB
162
Zions Bancorporation
Utah
$5K -$62.6K -1,931 -93%
CFGS
163
Concourse Financial Group Securities
Alabama
$5K +$2.79K +86 +146%
PMFA
164
Plante Moran Financial Advisors
Michigan
$5K +$4.89K +151 New
GWS
165
Glassman Wealth Services
Virginia
$4K -$3.14K -97 -44%
AF
166
Advisornet Financial
Minnesota
$4K -$2.92K -90 -43%
Daiwa Securities Group
167
Daiwa Securities Group
Japan
$4K
BTI
168
Blue Trust Inc
Georgia
$4K +$3.82K +118 New
SC
169
Schubert & Co
Texas
$3K +$2.62K +81 New
RWM
170
Raffa Wealth Management
District of Columbia
$2.11K +$680 +21 +48%
CCA
171
Column Capital Advisors
Indiana
$2K
PWMG
172
Prestige Wealth Management Group
New Jersey
$2K
FPS
173
Fieldpoint Private Securities
Connecticut
$1K -$12.5K -385 -93%
JWA
174
JFS Wealth Advisors
Pennsylvania
$1K -$4.89K -151 -87%
QC
175
Quent Capital
New York
$1K -$810 -25 -53%