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Pitney Bowes

Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
301
Wagner Wealth Management (South Carolina)
South Carolina
$12K – – –
HDIM
302
Hanson & Doremus Investment Management
Vermont
$11K – – –
TCOV
303
Trust Company of Vermont
Vermont
$11K – – –
SWM
304
SeaCrest Wealth Management
New York
$10K – – –
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$9K -$1.24K -100 -10%
Geneos Wealth Management
306
Geneos Wealth Management
Colorado
$9K -$198 -16 -2%
CAL
307
Capital Advisors Ltd
Ohio
$9K – – –
CFA
308
Carroll Financial Associates
North Carolina
$8K -$6.19K -500 -38%
TFS
309
TrustCore Financial Services
Tennessee
$8K – – –
CIP
310
Convergence Investment Partners
Florida
$8K +$9.54K +770 New
Avantax Planning Partners
311
Avantax Planning Partners
Iowa
$7K +$8.05K +650 New
Acadian Asset Management
312
Acadian Asset Management
Massachusetts
$6K – – –
TCI Wealth Advisors
313
TCI Wealth Advisors
Arizona
$6K +$3.94K +318 +142%
Allworth Financial
314
Allworth Financial
California
$5K – – –
CA
315
Centerpoint Advisors
Massachusetts
$5K – – –
EFSCE
316
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
HI
317
Hudock Inc
Pennsylvania
$5K – – –
Quadrant Capital Group
318
Quadrant Capital Group
Ohio
$5K – – –
PFGIA
319
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$3.65K -295 -43%
Benjamin F. Edwards & Company
320
Benjamin F. Edwards & Company
Missouri
$4K – – –
JCM
321
Jacobi Capital Management
Pennsylvania
$4K – – –
MFW
322
Mosaic Family Wealth
Missouri
$4K – – –
PCA
323
Providence Capital Advisors
North Carolina
$4K – – –
MSA
324
Marino Stram & Associates
Massachusetts
$4K +$74 +6 +1%
MCM
325
Manchester Capital Management
Vermont
$4K +$4.35K +351 New