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Name Holding Trade Value Shares
Change
Change in
Stake
FPS
726
Fieldpoint Private Securities
Connecticut
$19K +$20.1K +629 New
TCM
727
Tradewinds Capital Management
Washington
$18K +$64 +2 +0.3%
PB
728
Pinnacle Bancorp
Nebraska
$18K +$20K +625 New
TDC
729
Thompson Davis & Co
Virginia
$17K +$5.33K +167 +40%
WA
730
Winfield Associates
Ohio
$15K – – –
BL
731
Balentine LLC
Georgia
$14K – – –
DBT
732
Dubuque Bank & Trust
Iowa
$14K +$3.32K +104 +28%
APSP
733
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K – – –
PWM
734
Perigon Wealth Management
California
$13K +$4.18K +131 +44%
Carson Wealth (CWM LLC)
735
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
OFW
736
Omnia Family Wealth
Florida
$12K +$1.28K +40 +11%
WIM
737
Westside Investment Management
California
$10.8K +$1.18K +37 +11%
GBBWRPM
738
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K – – –
PFBT
739
Parkside Financial Bank & Trust
Missouri
$10K +$160 +5 +2%
BWM
740
Baystate Wealth Management
Massachusetts
$10K +$671 +21 +7%
RBC
741
Roble Belko & Company
Pennsylvania
$9K +$3.74K +117 +60%
GAM
742
Gemmer Asset Management
California
$8K -$6.71K -210 -42%
TFO
743
Tarbox Family Office
California
$8K – – –
WPA
744
West Paces Advisors
Georgia
$7.67K -$6.55K -205 -44%
TSW
745
Thompson Siegel & Walmsley
Virginia
$7K -$110K -3,440 -93%
SSB
746
Sandy Spring Bank
Maryland
$6K -$12.8K -400 -65%
DIA
747
Davidson Investment Advisors
Montana
$6K – – –
FIB
748
First Interstate Bank
Montana
$6K – – –
TWA
749
TCI Wealth Advisors
Arizona
$5K -$32.8K -1,028 -87%
CB
750
Community Bank
New York
$5K -$11.8K -370 -70%