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Name Holding Trade Value Shares
Change
Change in
Stake
KF
451
Krilogy Financial
Missouri
$38K
PWM
452
Perigon Wealth Management
California
$36K
KT
453
Kanaly Trust
Texas
$35K
AIM
454
Advantage Investment Management
Iowa
$33K
PCP
455
Proficio Capital Partners
Massachusetts
$29K
MFBTD
456
MB Financial Bank - Trust Department
Illinois
$28K +$27K +215 New
SSB
457
Sandy Spring Bank
Maryland
$26K
TCOV
458
Trust Company of Vermont
Vermont
$26K
CGT
459
Capital Guardian Trust
California
$24K
AA
460
Apriem Advisors
California
$22K +$1.64K +13 +9%
HR
461
Howe & Rusling
New York
$20K +$6.42K +51 +51%
CHP
462
Cable Hill Partners
Oregon
$13K
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$13K
PMFA
464
Plante Moran Financial Advisors
Michigan
$13K
IWM
465
IHT Wealth Management
Illinois
$13K +$12.2K +97 New
MBT
466
Monroe Bank & Trust
Michigan
$12K +$11.2K +89 New
AIL
467
AGF Investments LLC
Ontario, Canada
$12K +$11.3K +90 New
KLI
468
Kelman-Lazarov Inc
Tennessee
$11.3K
BIG
469
Bellwether Investment Group
Tennessee
$10K +$9.18K +73 New
DPA
470
Delphi Private Advisors
California
$9K
FHA
471
First Horizon Advisors
Tennessee
$9K
IP
472
Isthmus Partners
Wisconsin
$9K +$8.18K +65 New
FAN
473
Financial Advisors Network
California
$8.46K +$7.55K +60 New
QCG
474
Quadrant Capital Group
Ohio
$8K
RBC
475
Roble Belko & Company
Pennsylvania
$8K +$7.55K +60 New