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Name Holding Trade Value Shares
Change
Change in
Stake
TF
701
Tompkins Financial
New York
$52K – – –
RE
702
RBC Europe
United Kingdom
$50K – – –
KA
703
Kaizen Advisory
Illinois
$50K +$31.1K +488 +160%
MPWT
704
MassMutual Private Wealth & Trust
Connecticut
$45K -$25.7K -403 -36%
Carson Wealth (CWM LLC)
705
Carson Wealth (CWM LLC)
Nebraska
$45K +$2.36K +37 +5%
LC
706
Landaas & Company
Wisconsin
$44K +$45.1K +707 New
B
707
Bridgeworth
Alabama
$44K +$45.4K +711 New
IFAM
708
Institutional & Family Asset Management
Colorado
$43K -$2.74K -43 -6%
ACS
709
Archford Capital Strategies
Illinois
$40K – – –
FIB
710
First Interstate Bank
Montana
$39K – – –
CAC
711
Certified Advisory Corp
Florida
$39K +$64 +1 +0.2%
SSB
712
Sandy Spring Bank
Maryland
$38K -$7.28K -114 -16%
HDIM
713
Hanson & Doremus Investment Management
Vermont
$34K – – –
CPIG
714
Chicago Partners Investment Group
Illinois
$34K +$29.1K +456 +530%
WF
715
WealthTrust Fairport
Ohio
$32K -$13.4K -210 -29%
FDCDDQ
716
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.3K -$9.57K -150 -23%
WPW
717
Winthrop Partners - WNY
New York
$31.3K – – –
EWM
718
Endurance Wealth Management
Rhode Island
$31K – – –
CAW
719
Cornerstone Advisors (Washington)
Washington
$30K +$7.02K +110 +30%
WEC
720
Winslow Evans & Crocker
Massachusetts
$30K +$23.6K +370 +370%
CAM
721
CenterStar Asset Management
Illinois
$29K – – –
QCG
722
Quadrant Capital Group
Ohio
$29K – – –
BFC
723
Bedel Financial Consulting
Indiana
$28K – – –
GAM
724
Gemmer Asset Management
California
$28K +$2.62K +41 +10%
FANJ
725
Financial Architects (New Jersey)
New Jersey
$28K +$3.83K +60 +16%