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Name Holding Trade Value Shares
Change
Change in
Stake
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
SQA
352
Simon Quick Advisors
New Jersey
$7K – – –
TCOV
353
Trust Company of Vermont
Vermont
$7K – – –
PCM
354
Prelude Capital Management
New York
$6K -$77.1K -3,774 -93%
FMA
355
FNY Managed Accounts
New York
$6K -$18.8K -918 -75%
AIL
356
AGF Investments LLC
Ontario, Canada
$6K – – –
GWM
357
Geneos Wealth Management
Colorado
$5K – – –
JFGIW
358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K – – –
PA
359
Parallel Advisors
California
$5K – – –
WA
360
Winfield Associates
Ohio
$5K – – –
WAM
361
Wealthspire Advisors (Maryland)
Maryland
$5K +$2.47K +121 +107%
PI
362
PineBridge Investments
New York
$4K -$29.8K -1,461 -88%
RFA
363
Reilly Financial Advisors
California
$4K -$4.09K -200 -50%
ST
364
Smithfield Trust
Pennsylvania
$4K +$3.47K +170 New
PCA
365
Peddock Capital Advisors
Massachusetts
$4K +$4.09K +200 New
HR
366
Howe & Rusling
New York
$3K +$715 +35 +35%
PCM
367
Poehling Capital Management
Wisconsin
$3K +$2.76K +135 New
RWA
368
Ropes Wealth Advisors
Massachusetts
$2K – – –
PO
369
Private Ocean
California
$2K +$1.59K +78 New
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$1.81K +$1.66K +81 New
RE
371
RBC Europe
United Kingdom
$1.23K – – –
CFA
372
Carroll Financial Associates
North Carolina
$1K – – –
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
YWP
374
YorkBridge Wealth Partners
New York
$1K – – –
FGC
375
Financial Gravity Companies
Texas
$1K +$572 +28 New