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Name Holding Trade Value Shares
Change
Change in
Stake
MA
676
MUFG Americas
New York
$57K – – –
SIC
677
Salem Investment Counselors
North Carolina
$57K – – –
Carson Wealth (CWM LLC)
678
Carson Wealth (CWM LLC)
Nebraska
$56K – – –
PCG
679
Private Capital Group
Connecticut
$54K +$49.7K +850 New
TF
680
Tompkins Financial
New York
$53K -$24.7K -422 -34%
RFA
681
Reilly Financial Advisors
California
$53K – – –
RE
682
RBC Europe
United Kingdom
$50.9K – – –
IWM
683
IHT Wealth Management
Illinois
$49K -$2.16K -37 -5%
PG
684
Pendal Group
Australia
$48.5K -$537K -9,176 -92%
MFW
685
Mosaic Family Wealth
Missouri
$45K -$113K -1,935 -73%
LC
686
Landaas & Company
Wisconsin
$45K +$58 +1 +0.1%
SSB
687
Sandy Spring Bank
Maryland
$45K +$35.9K +614 +614%
SLF
688
Sun Life Financial
Ontario, Canada
$44K -$96.5K -1,650 -70%
HDIM
689
Hanson & Doremus Investment Management
Vermont
$44K – – –
WAP
690
Wealthcare Advisory Partners
Pennsylvania
$44K +$28.8K +492 +246%
JCM
691
Jacobi Capital Management
Pennsylvania
$43K – – –
FIB
692
First Interstate Bank
Montana
$40K – – –
TCM
693
Tradewinds Capital Management
Washington
$40K – – –
EWM
694
Endurance Wealth Management
Rhode Island
$32K – – –
TIM
695
Tortoise Investment Management
New York
$32K – – –
QCG
696
Quadrant Capital Group
Ohio
$30K – – –
AF
697
Allworth Financial
California
$27K +$117 +2 +0.5%
FHA
698
First Horizon Advisors
Tennessee
$26K -$28.5K -487 -54%
CFD
699
Creative Financial Designs
Indiana
$26K -$11.7K -200 -33%
SFSIG
700
San Francisco Sentry Investment Group
California
$25K -$4.74K -81 -17%