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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
201
Legacy Financial Advisors
Kentucky
$22K – – –
BC
202
Bartlett & Co
Ohio
$21K – – –
BCWM
203
Bartlett & Co Wealth Management
Ohio
$20.7K – – –
PAM
204
Panagora Asset Management
Massachusetts
$17K – – –
FHB
205
First Hawaiian Bank
Hawaii
$15K -$15 -1 -0.1%
GT
206
Glenmede Trust
Pennsylvania
$15K – – –
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$13K – – –
TC
208
Truvestments Capital
Florida
$12K +$10.8K +700 New
RE
209
RBC Europe
United Kingdom
$11.5K -$820 -53 -8%
TI
210
Truehand Inc
New Hampshire
$9K – – –
VCM
211
Versant Capital Management
Arizona
$8K +$3.67K +237 +100%
MNBTD
212
Moody National Bank Trust Division
Texas
$8K +$6.68K +432 New
SWA
213
Sutton Wealth Advisors
Florida
$7.19K -$12.1K -781 -66%
BFEC
214
Benjamin F. Edwards & Company
Missouri
$7K – – –
IFAM
215
Institutional & Family Asset Management
Colorado
$7K – – –
MCM
216
Manchester Capital Management
Vermont
$7K – – –
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$6K -$8.4M -543,173 -100%
GAM
218
Gemmer Asset Management
California
$5K – – –
HNB
219
Huntington National Bank
Ohio
$5K – – –
CFD
220
Creative Financial Designs
Indiana
$4K – – –
QCIG
221
Quad-Cities Investment Group
Iowa
$4K – – –
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$4K – – –
GWS
223
Glassman Wealth Services
Virginia
$4K +$217 +14 +7%
MFBTD
224
MB Financial Bank - Trust Department
Illinois
$3K – – –
CAW
225
Cornerstone Advisors (Washington)
Washington
$2K – – –