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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
251
Trust Company of Vermont
Vermont
$42K – – –
S
252
SignatureFD
Georgia
$41K +$39.3K +466 New
EA
253
Edge Advisors
Georgia
$39K – – –
CA
254
Crewe Advisors
Utah
$35K – – –
LNB
255
Ledyard National Bank
$35K – – –
PWM
256
Perigon Wealth Management
California
$35K – – –
PWAG
257
Polaris Wealth Advisory Group
California
$35K +$33.8K +400 New
GWM
258
Geneos Wealth Management
Colorado
$32K – – –
APP
259
Avantax Planning Partners
Iowa
$29K +$27.9K +330 New
BRC
260
Bell Rock Capital
Delaware
$27K +$169 +2 +0.7%
SGAM
261
Smith Group Asset Management
Texas
$25K – – –
VDFA
262
Vickerman & Driscoll Financial Advisors
Washington
$24K – – –
HDIM
263
Hanson & Doremus Investment Management
Vermont
$22K – – –
MCM
264
Mainstay Capital Management
Michigan
$21K – – –
VCM
265
Versant Capital Management
Arizona
$20K -$928 -11 -4%
ClearBridge Investments
266
ClearBridge Investments
New York
$20K – – –
CTC
267
Central Trust Company
Missouri
$18K +$16.9K +200 New
PCG
268
Private Capital Group
Connecticut
$17K -$253 -3 -2%
IBOK
269
Independence Bank of Kentucky
Kentucky
$16K – – –
FPFS
270
First Personal Financial Services
North Carolina
$14K -$760 -9 -6%
PAM
271
Panagora Asset Management
Massachusetts
$13K – – –
TSW
272
Thompson Siegel & Walmsley
Virginia
$13K – – –
GAM
273
Gemmer Asset Management
California
$11K – – –
SWM
274
SeaCrest Wealth Management
New York
$11K – – –
ST
275
Smithfield Trust
Pennsylvania
$11K – – –