Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
276
Plante Moran Financial Advisors
Michigan
$17K – – –
GFPC
277
Global Financial Private Client
Florida
$14.8K – – –
RFA
278
Reilly Financial Advisors
California
$13K -$230 -1 -2%
BU
279
BBVA USA
Alabama
$13K +$11.7K +51 New
DAM
280
Delta Asset Management
Tennessee
$12K – – –
WTC
281
WhitTier Trust Company
Nevada
$12K – – –
EFSCE
282
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
GWS
283
Glassman Wealth Services
Virginia
$11K +$921 +4 +10%
BCA
284
Berman Capital Advisors
Georgia
$9K +$461 +2 +5%
AWM
285
Accel Wealth Management
Iowa
$7K – – –
ATC
286
Adirondack Trust Company
New York
$7K – – –
TFM
287
TFC Financial Management
Massachusetts
$6K – – –
AssetMark Inc
288
AssetMark Inc
California
$5K – – –
FPS
289
Fieldpoint Private Securities
Connecticut
$5K – – –
NSB
290
Norway Savings Bank
Maine
$5K – – –
TPCW
291
TD Private Client Wealth
New York
$4.95K -$24.4K -106 -84%
ACM
292
AUA Capital Management
Pennsylvania
$4K – – –
CFD
293
Creative Financial Designs
Indiana
$4K – – –
PCG
294
Private Capital Group
Connecticut
$4K – – –
AFS
295
Annapolis Financial Services
Maryland
$3K – – –
SB
296
Strategic Blueprint
Georgia
$3K +$3K +13 New
BBHC
297
Brown Brothers Harriman & Co
New York
$3K +$3.23K +14 New
TAIM
298
TD Ameritrade Investment Management
Nebraska
$3K +$3.23K +14 New
AWA
299
Arkadios Wealth Advisors
Georgia
$2K – – –
APWA
300
Atlas Private Wealth Advisors
New Jersey
$2K – – –