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Name Holding Trade Value Shares
Change
Change in
Stake
WEC
426
Winslow Evans & Crocker
Massachusetts
$7.24K -$62 -3 -0.9%
CFG
427
Citizens Financial Group
Rhode Island
$7K – – –
GI
428
Gradient Investments
Minnesota
$7K – – –
CLOS
429
Compagnie Lombard Odier SCmA
Switzerland
$7K +$6.18K +300 New
PCM
430
Penserra Capital Management
California
$6K -$2.47K -120 -29%
KT
431
Kanaly Trust
Texas
$6K -$124 -6 -2%
CAW
432
Cornerstone Advisors (Washington)
Washington
$5K – – –
CG
433
Cutler Group
California
$4K -$2.35K -114 -38%
PCP
434
Proficio Capital Partners
Massachusetts
$4K -$926 -45 -20%
CGT
435
Capital Guardian Trust
California
$4K – – –
FIB
436
First Interstate Bank
Montana
$4K – – –
LWA
437
Lenox Wealth Advisors
New York
$4K – – –
SF
438
Synovus Financial
Georgia
$4K – – –
TFO
439
Tarbox Family Office
California
$4K – – –
S
440
SignatureFD
Georgia
$4K +$1.61K +78 +74%
ATC
441
Adirondack Trust Company
New York
$3K – – –
UMA
442
USA Mutuals Advisors
Texas
$3K – – –
HF
443
Hoxton Financial
West Virginia
$2K – – –
OC
444
Oakworth Capital
Alabama
$2K – – –
TSU
445
TD Securities (USA)
New York
$2K – – –
VCM
446
Versant Capital Management
Arizona
$2K – – –
TDC
447
Thompson Davis & Co
Virginia
$1K -$8.96K -435 -90%
FHA
448
First Horizon Advisors
Tennessee
$1K +$1.85K +90 New
SWA
449
Sutton Wealth Advisors
Florida
$664 +$618 +30 New
ADEF
450
Adams Diversified Equity Fund
Maryland
– -$12.1M -624,000 Closed