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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
601
Mark Sheptoff Financial Planning
Connecticut
$18K +$18 +1 +0.1%
RAM
602
Riggs Asset Management
Pennsylvania
$16K +$16.2K +886 New
AIL
603
AGF Investments LLC
Ontario, Canada
$15K -$8.11K -443 -35%
NSIM
604
North Star Investment Management
Illinois
$15K – – –
VCM
605
Versant Capital Management
Arizona
$15K – – –
MFW
606
Mosaic Family Wealth
Missouri
$15K +$18 +1 +0.1%
TIM
607
Tortoise Investment Management
New York
$14K – – –
CFG
608
Citizens Financial Group
Rhode Island
$12K -$110K -5,996 -90%
EFSCE
609
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
WPA
610
West Paces Advisors
Georgia
$10.7K – – –
TRCT
611
Tower Research Capital (TRC)
New York
$10K -$1.11M -60,728 -99%
ATC
612
Adirondack Trust Company
New York
$10K – – –
PCTC
613
Perkins Coie Trust Company
Washington
$10K – – –
PRS
614
Pinkerton Retirement Specialists
Idaho
$9K -$531 -29 -5%
CFN
615
Cordasco Financial Network
Florida
$9K – – –
PFBT
616
Parkside Financial Bank & Trust
Missouri
$9K +$92 +5 +1%
Carson Wealth (CWM LLC)
617
Carson Wealth (CWM LLC)
Nebraska
$8K -$7.43K -406 -48%
Twin Tree Management
618
Twin Tree Management
Texas
$7K -$86.6K -4,731 -93%
FIB
619
First Interstate Bank
Montana
$7K -$47.7K -2,605 -87%
MWM
620
MinichMacGregor Wealth Management
New York
$7K – – –
JCM
621
Jacobi Capital Management
Pennsylvania
$7K +$4.17K +228 +114%
ZB
622
Zions Bancorporation
Utah
$6K -$16.7K -915 -72%
FPFS
623
First Personal Financial Services
North Carolina
$6K – – –
SSB
624
Sandy Spring Bank
Maryland
$6K – – –
GWS
625
Glassman Wealth Services
Virginia
$6K +$3.48K +190 +153%