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Name Holding Trade Value Shares
Change
Change in
Stake
ST
851
Somerset Trust
Pennsylvania
$32K +$29.6K +2,202 New
PSC
852
Prentiss Smith & Co
Vermont
$26K -$8.82K -656 -27%
GG
853
Gofen & Glossberg
Illinois
$25K -$2.96K -220 -11%
CA
854
CapWealth Advisors
Tennessee
$24K – – –
OC
855
Oakworth Capital
Alabama
$24K – – –
VIA
856
Vantage Investment Advisors
Pennsylvania
$23K +$5.18K +385 +33%
PP
857
Palladium Partners
Virginia
$23K +$21K +1,561 New
LWM
858
Lenox Wealth Management
Ohio
$22K – – –
TFO
859
Tarbox Family Office
California
$22K – – –
WEC
860
Winslow Evans & Crocker
Massachusetts
$21.2K -$4.71K -350 -20%
LNB
861
Ledyard National Bank
$21K – – –
AA
862
Apriem Advisors
California
$21K +$54 +4 +0.3%
ECM
863
ETrade Capital Management
Virginia
$20K -$2.93K -218 -14%
FMP
864
Financial Management Professionals
Texas
$20K – – –
MSFP
865
Mark Sheptoff Financial Planning
Connecticut
$20K +$18.7K +1,392 New
TWM
866
Torch Wealth Management
Ohio
$19K – – –
EAMA
867
EFG Asset Management (Americas)
Florida
$18K – – –
JFA
868
JNBA Financial Advisors
Minnesota
$17K -$15.6K -1,159 -50%
GGPS
869
Gary Goldberg Planning Services
New York
$16K -$20.7K -1,541 -58%
BOK
870
Bank of Kentucky
Kentucky
$16K -$2.96K -220 -17%
FIG
871
Fusion Investment Group
Pennsylvania
$16K – – –
MA
872
MCF Advisors
Kentucky
$16K – – –
SC
873
Saturna Capital
Washington
$16K – – –
AP
874
Advisors Preferred
Maryland
$15.5K -$6.01K -447 -30%
FI
875
FCM Investments
Texas
$15K – – –