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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
201
Tradewinds Capital Management
Washington
$9K
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$9K +$966 +43 +9%
RE
203
RBC Europe
United Kingdom
$8.01K
HPC
204
HM Payson & Co
Maine
$8K
S
205
SignatureFD
Georgia
$8K +$5.84K +260 +130%
IFAM
206
Institutional & Family Asset Management
Colorado
$7K
LFG
207
LifePlan Financial Group
Ohio
$7K
CCM
208
Covington Capital Management
California
$5K
DOA
209
D'Orazio & Associates
Virginia
$5K
GT
210
Glenmede Trust
Pennsylvania
$5K
JPLA
211
Joseph P. Lucia & Associates
New York
$5K
SWM
212
Sugarloaf Wealth Management
Georgia
$5K
HF
213
Halpern Financial
Virginia
$4.45K
AF
214
Advisornet Financial
Minnesota
$4K
GWMIA
215
Global Wealth Management Investment Advisory
Florida
$4K
SIC
216
Salem Investment Counselors
North Carolina
$4K
TCOV
217
Trust Company of Vermont
Vermont
$4K
TFGT
218
TS Financial Group (TSFG)
Illinois
$4K
EFSCE
219
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$4.9K +218 New
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$3K
OPS
221
Orion Portfolio Solutions
Nebraska
$3K
PFSC
222
Peoples Financial Services Corp
Pennsylvania
$3K
ATC
223
Adirondack Trust Company
New York
$2K
PFPT
224
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K
GAM
225
Gemmer Asset Management
California
$2K +$2.25K +100 New