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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$10K
SIM
202
Sonora Investment Management
Arizona
$10K
SF
203
Synovus Financial
Georgia
$10K
TIM
204
Tortoise Investment Management
New York
$10K
TCM
205
Tradewinds Capital Management
Washington
$10K
RE
206
RBC Europe
United Kingdom
$9.29K -$1.49K -72 -14%
HPC
207
HM Payson & Co
Maine
$9K +$9.3K +450 New
LFG
208
LifePlan Financial Group
Ohio
$8K
IFAM
209
Institutional & Family Asset Management
Colorado
$7K -$3.29K -159 -31%
PA
210
Parallel Advisors
California
$7K +$6.63K +321 New
S
211
SignatureFD
Georgia
$6K -$289 -14 -4%
CCM
212
Covington Capital Management
California
$6K
DOA
213
D'Orazio & Associates
Virginia
$6K
TRCT
214
Tower Research Capital (TRC)
New York
$5K -$6.65K -322 -59%
CCM
215
Cribstone Capital Management
Maine
$5K
GT
216
Glenmede Trust
Pennsylvania
$5K
LWCFA
217
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
TFGT
218
TS Financial Group (TSFG)
Illinois
$5K
VEA
219
Virtus ETF Advisers
New York
$5K +$4.73K +229 New
PFSC
220
Peoples Financial Services Corp
Pennsylvania
$4K
TCOV
221
Trust Company of Vermont
Vermont
$4K
VRM
222
Vectors Research Management
New York
$4K
DWM
223
Doyle Wealth Management
Florida
$4K +$4.13K +200 New
SIC
224
Salem Investment Counselors
North Carolina
$4K +$4.13K +200 New
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$3K