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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
476
Destination Wealth Management
California
$8K – – –
HIM
477
Hillsdale Investment Management
Ontario, Canada
$8K +$6.78K +90 New
ZB
478
Zions Bancorporation
Utah
$7K -$112K -1,484 -95%
BBA
479
Braun-Bostich & Associates
Pennsylvania
$7K – – –
TCM
480
Tradewinds Capital Management
Washington
$7K – – –
FPFS
481
First Personal Financial Services
North Carolina
$7K +$1.96K +26 +49%
CIA
482
Cascade Investment Advisors
Oregon
$6.48K – – –
HWA
483
Heritage Wealth Advisors
Virginia
$5.35K +$4.67K +62 New
KFS
484
Kelly Financial Services
Massachusetts
$5.18K +$4.52K +60 New
FCA
485
FinTrust Capital Advisors
South Carolina
$5K – – –
ST
486
Smithfield Trust
Pennsylvania
$5K – – –
SIS
487
Sound Income Strategies
Florida
$5K – – –
Rockefeller Capital Management
488
Rockefeller Capital Management
New York
$5K +$4.29K +57 New
EARNEST Partners
489
EARNEST Partners
Georgia
$4K – – –
NL
490
NVWM LLC
Pennsylvania
$4K – – –
FMII
491
Farmers & Merchants Investments Inc
Nebraska
$4K +$376 +5 +11%
CI
492
CX Institutional
Indiana
$4K +$3.24K +43 New
FEG
493
Financial Enhancement Group
Indiana
$4K +$3.92K +52 New
CBT
494
Capital Bank & Trust
California
$3K -$188K -2,500 -98%
LFA
495
Legacy Financial Advisors
Kentucky
$3K – – –
PCG
496
Private Capital Group
Connecticut
$3K – – –
SFSIG
497
San Francisco Sentry Investment Group
California
$3K – – –
SJIM
498
St. Johns Investment Management
Florida
$3K – – –
Fidelity International
499
Fidelity International
Bermuda
$3K +$376 +5 +21%
BCA
500
Berman Capital Advisors
Georgia
$3K +$1.05K +14 +58%