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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Wealthspire Advisors (Maryland)
Maryland
$20K +$5.68K +71 +47%
NSIM
352
North Star Investment Management
Illinois
$19K
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$18K -$1.2K -15 -7%
PGWM
354
Parisi Gray Wealth Management
New Jersey
$18K
PFSC
355
Peoples Financial Services Corp
Pennsylvania
$18K
PWM
356
Perigon Wealth Management
California
$18K
PK
357
Pflug Koory
Nebraska
$18K
SWM
358
SeaCrest Wealth Management
New York
$18K
MYIA
359
Mount Yale Investment Advisors
Colorado
$18K +$16K +200 New
TCM
360
Tradewinds Capital Management
Washington
$17K
HR
361
Howe & Rusling
New York
$17K +$15.2K +190 New
WTC
362
WhitTier Trust Company
Nevada
$15K
VIA
363
Vantage Investment Advisors
Pennsylvania
$14K -$6.88K -86 -36%
VCM
364
Versant Capital Management
Arizona
$13K
EWM
365
Edge Wealth Management
New York
$12K
POIA
366
Pin Oak Investment Advisors
Texas
$12K
AF
367
Advisornet Financial
Minnesota
$11K
MSTVIM
368
Messner & Smith Theme Value Investment Management
California
$11K +$9.84K +123 New
GBBWRPM
369
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K +$10K +125 New
CFG
370
Citizens Financial Group
Rhode Island
$10K -$62.1K -776 -87%
HNB
371
Huntington National Bank
Ohio
$10K
SPIA
372
Steward Partners Investment Advisory
New York
$10K
JCM
373
Jacobi Capital Management
Pennsylvania
$9K
KF
374
Krilogy Financial
Missouri
$9K
MCM
375
Manchester Capital Management
Vermont
$9K