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Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
976
Sumitomo Mitsui Financial Group
Japan
$21K +$21.4K +449 New
PB
977
Pinnacle Bancorp
Nebraska
$21K +$21.6K +454 New
HCM
978
Highlander Capital Management
New Jersey
$20K – – –
MWM
979
MinichMacGregor Wealth Management
New York
$20K +$906 +19 +5%
TCM
980
Tradewinds Capital Management
Washington
$18K +$18K +377 New
WA
981
Winfield Associates
Ohio
$17K – – –
FIB
982
First Interstate Bank
Montana
$15K -$46.8K -982 -76%
LWCFA
983
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
JWA
984
JFS Wealth Advisors
Pennsylvania
$14K – – –
LYV
985
Live Your Vision
Pennsylvania
$14K – – –
HA
986
Harfst & Associates
Wyoming
$14K +$14.3K +301 New
LWM
987
Lenox Wealth Management
Ohio
$13K -$5.72K -120 -30%
SGAM
988
Smith Group Asset Management
Texas
$13K – – –
PCP
989
Proficio Capital Partners
Massachusetts
$13K +$12.4K +260 +788%
BWA
990
Burt Wealth Advisors
Maryland
$12K – – –
GI
991
Gradient Investments
Minnesota
$12K – – –
TIM
992
Tortoise Investment Management
New York
$12K +$4.29K +90 +56%
RFWA
993
RPg Family Wealth Advisory
Massachusetts
$11.9K +$12.1K +254 New
MFBTD
994
MB Financial Bank - Trust Department
Illinois
$11K -$125K -2,624 -92%
IP
995
Isthmus Partners
Wisconsin
$11K – – –
MWM
996
Mascoma Wealth Management
New Hampshire
$11K – – –
TC
997
Trust Company
Kansas
$11K – – –
RFM
998
Royal Fund Management
Florida
$11K +$2.62K +55 +29%
PFO
999
Pathstone Family Office
New Jersey
$11K +$12.2K +255 New
BWM
1000
Baystate Wealth Management
Massachusetts
$10K -$1.14K -24 -10%