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Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$53K – – –
WT
202
Whittier Trust
California
$48K -$1.23K -38 -3%
PCG
203
Private Capital Group
Connecticut
$48K – – –
Toronto Dominion Bank
204
Toronto Dominion Bank
Ontario, Canada
$47K – – –
JAM
205
JCIC Asset Management
Ontario, Canada
$43K -$62.4K -1,925 -60%
ZB
206
Zions Bancorporation
Utah
$43K +$10.2K +313 +31%
BWL
207
Bogart Wealth LLC
Virginia
$40K -$6.13K -189 -13%
JWA
208
JFS Wealth Advisors
Pennsylvania
$40K +$5.25K +162 +15%
SWM
209
Spire Wealth Management
Virginia
$38K +$16.2K +500 +75%
HI
210
Hoey Investments
Pennsylvania
$36K +$35.7K +1,100 New
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$35K -$3.02K -93 -8%
AA
212
Ancora Advisors
Ohio
$33K – – –
BCV
213
Banque Cantonale Vaudoise
Switzerland
$33K – – –
SIC
214
Salem Investment Counselors
North Carolina
$33K – – –
UB
215
UMB Bank
Missouri
$30K -$26.1K -805 -46%
GRP
216
Global Retirement Partners
California
$30K -$519 -16 -2%
EDRH
217
Edmond de Rothschild Holding
Switzerland
$30K – – –
HCP
218
Hexagon Capital Partners
Arkansas
$28K +$20.4K +628 +277%
EWA
219
EverSource Wealth Advisors
Alabama
$26K -$649 -20 -2%
HDIM
220
Hanson & Doremus Investment Management
Vermont
$26K – – –
SBL
221
Sargent Bickham Lagudis
Colorado
$25K – – –
AF
222
Allworth Financial
California
$22K +$17K +525 +375%
CBT
223
CoreFirst Bank & Trust
Kansas
$20K -$15.8K -486 -44%
ATC
224
Adirondack Trust Company
New York
$20K – – –
FPS
225
Fieldpoint Private Securities
Connecticut
$19K -$41.4K -1,275 -68%