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Pitney Bowes

Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
326
Peoples Financial Services Corp
Pennsylvania
$10K – – –
FWM
327
Focused Wealth Management
New York
$9K – – –
HR
328
Howe & Rusling
New York
$9K – – –
FIB
329
First Interstate Bank
Montana
$8K – – –
Allworth Financial
330
Allworth Financial
California
$8K +$8.27K +400 New
Choate Investment Advisors
331
Choate Investment Advisors
Massachusetts
$7.76K – – –
IWMPD
332
Integrated Wealth Management (Palm Desert)
California
$7K – – –
GWM
333
Gupta Wealth Management
California
$7K +$7.01K +339 New
MFW
334
Mosaic Family Wealth
Missouri
$7K +$7.78K +376 New
PSI
335
Pinnacle Summer Investments
Virginia
$6K -$51.7K -2,500 -89%
DSC
336
Duncker Streett & Co
Missouri
$5K – – –
MSFP
337
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
TCI Wealth Advisors
338
TCI Wealth Advisors
Arizona
$5K – – –
KT
339
Kanaly Trust
Texas
$5K +$5.32K +257 New
Quadrant Capital Group
340
Quadrant Capital Group
Ohio
$4K -$30.6K -1,478 -86%
CBT
341
Central Bank & Trust
Kentucky
$4K – – –
FAM
342
Formidable Asset Management
Ohio
$4K – – –
GAM
343
Gemmer Asset Management
California
$4K – – –
AssetMark Inc
344
AssetMark Inc
California
$4K +$3.89K +188 +2,089%
UMA
345
USA Mutuals Advisors
Texas
$3K +$2.63K +127 New
MWM
346
MinichMacGregor Wealth Management
New York
$3K +$3.72K +180 New
KM
347
Kalos Management
Georgia
$2K – – –
ZB
348
Zions Bancorporation
Utah
$2K – – –
RMPWM
349
Rocky Mountain Private Wealth Management
Texas
$2K +$2.07K +100 New
Citizens Financial Group
350
Citizens Financial Group
Rhode Island
$2K +$2.34K +113 New