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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
701
Global Retirement Partners
California
$10K – – –
HDIM
702
Hanson & Doremus Investment Management
Vermont
$10K +$9.83K +82 New
PG
703
Patten Group
Tennessee
$9K +$8.99K +75 New
M
704
MOTCO
Texas
$9K +$9.35K +78 New
PFO
705
Pathstone Family Office
New Jersey
$8K +$8.51K +71 New
FMII
706
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
WB
707
Webster Bank
Connecticut
$7K – – –
TSW
708
Thompson Siegel & Walmsley
Virginia
$7K +$6.83K +57 New
ACS
709
Archford Capital Strategies
Illinois
$6K – – –
CFA
710
Carroll Financial Associates
North Carolina
$6K – – –
ANBT
711
American National Bank & Trust
Texas
$6K +$6.47K +54 New
SPIA
712
Steward Partners Investment Advisory
New York
$6K +$6.47K +54 New
ZB
713
Zions Bancorporation
Utah
$5K -$14.6K -122 -76%
HWP
714
Hefty Wealth Partners
Indiana
$5K – – –
OFW
715
Omnia Family Wealth
Florida
$5K – – –
BWM
716
Baystate Wealth Management
Massachusetts
$5K +$4.79K +40 New
BL
717
Balentine LLC
Georgia
$5K +$5.15K +43 New
AA
718
Apriem Advisors
California
$4K – – –
CFD
719
Creative Financial Designs
Indiana
$2K – – –
PVH
720
Psagot Value Holdings
Israel
$2K – – –
MPWT
721
MassMutual Private Wealth & Trust
Connecticut
$1.51K +$1.56K +13 New
IWM
722
IHT Wealth Management
Illinois
$1K – – –
TFA
723
Transamerica Financial Advisors
Florida
$1K – – –
PMFA
724
Plante Moran Financial Advisors
Michigan
$1K +$719 +6 New
SLF
725
Sun Life Financial
Ontario, Canada
$131 +$1.8K +15 New