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Name Holding Trade Value Shares
Change
Change in
Stake
WTC
401
WhitTier Trust Company
Nevada
$18K – – –
CG
402
Cutler Group
California
$16K -$17.4K -423 -52%
FWM
403
Focused Wealth Management
New York
$16K – – –
TWA
404
TCI Wealth Advisors
Arizona
$13K -$1.23K -30 -9%
VCM
405
Versant Capital Management
Arizona
$12K -$82 -2 -0.7%
EWM
406
Endurance Wealth Management
Rhode Island
$12K – – –
DBT
407
Dubuque Bank & Trust
Iowa
$10K – – –
OC
408
Oakworth Capital
Alabama
$10K – – –
WAM
409
Wealthspire Advisors (Maryland)
Maryland
$8K -$15.9K -388 -68%
JCM
410
Jacobi Capital Management
Pennsylvania
$8K – – –
SAM
411
Solaris Asset Management
New York
$8K +$7.88K +192 New
SSB
412
Sandy Spring Bank
Maryland
$7K – – –
GWS
413
Glassman Wealth Services
Virginia
$6K +$5.95K +145 New
DPA
414
Delphi Private Advisors
California
$5K +$4.23K +103 +355%
IWMPD
415
Integrated Wealth Management (Palm Desert)
California
$5K +$4.6K +112 New
ZB
416
Zions Bancorporation
Utah
$4K -$82 -2 -2%
BFEC
417
Benjamin F. Edwards & Company
Missouri
$4K – – –
CPIG
418
Chicago Partners Investment Group
Illinois
$4K – – –
PCP
419
Proficio Capital Partners
Massachusetts
$4K +$1.77K +43 +68%
PFBT
420
Parkside Financial Bank & Trust
Missouri
$3K – – –
HR
421
Howe & Rusling
New York
$3K +$370 +9 +15%
WTB
422
Washington Trust Bank
Washington
$3K +$2.59K +63 New
LAM
423
Lebenthal Asset Management
New York
$3K +$2.96K +72 New
WEC
424
Winslow Evans & Crocker
Massachusetts
$2.88K – – –
SWA
425
Sutton Wealth Advisors
Florida
$2.59K – – –