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Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
401
Fidelity International
Bermuda
$38.6K +$12.4K +1,270 +46%
BFPW
402
BOK Financial Private Wealth
Colorado
$38.2K – – –
Montag & Associates
403
Montag & Associates
Georgia
$35.8K – – –
Geneos Wealth Management
404
Geneos Wealth Management
Colorado
$34.8K +$35.6K +3,643 New
Toronto Dominion Bank
405
Toronto Dominion Bank
Ontario, Canada
$34K – – –
VCM
406
Versant Capital Management
Arizona
$33.5K +$32.8K +3,348 +2,029%
BC
407
Barrett & Company
Rhode Island
$33.3K – – –
Smithfield Trust
408
Smithfield Trust
Pennsylvania
$33K -$1.37K -140 -4%
POIA
409
Pin Oak Investment Advisors
Texas
$32K – – –
GW&K Investment Management
410
GW&K Investment Management
Massachusetts
$31K – – –
Cullen/Frost Bankers
411
Cullen/Frost Bankers
Texas
$30.1K +$4.32K +441 +16%
GBT
412
Grove Bank & Trust
Florida
$28.7K +$4.24K +433 +17%
RA
413
Ransom Advisory
Rhode Island
$28.6K – – –
ACA
414
Atlas Capital Advisors
Wyoming
$27.5K – – –
CSB
415
City State Bank
Iowa
$26.7K -$9.88K -1,010 -27%
SO
416
Sierra Ocean
California
$26.5K +$27.2K +2,775 New
PWA
417
Physician Wealth Advisors
Utah
$26.2K +$26.9K +2,745 New
FMTCOCP
418
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K – – –
HNB
419
Hilltop National Bank
Wyoming
$24.8K – – –
Salem Investment Counselors
420
Salem Investment Counselors
North Carolina
$23K -$2.12K -217 -8%
WAS
421
Winch Advisory Services
Wisconsin
$22.5K +$13.5K +1,384 +142%
CYG
422
Clean Yield Group
Vermont
$22.4K – – –
KFI
423
Key Financial Inc
Pennsylvania
$20.1K – – –
RS
424
R Squared
Hong Kong
$19.1K +$19.6K +2,000 New
NB
425
NBT Bank
New York
$18.9K – – –