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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
601
Parkside Financial Bank & Trust
Missouri
$43K -$619 -11 -1%
SSB
602
Sandy Spring Bank
Maryland
$42K -$2.87K -51 -6%
GWS
603
Glassman Wealth Services
Virginia
$41K +$3.83K +68 +10%
PCG
604
Private Capital Group
Connecticut
$39K
SIC
605
Salem Investment Counselors
North Carolina
$37K
IA
606
IFP Advisors
Florida
$35K
SC
607
Seldon Capital
California
$35K
HI
608
Harbour Investments
Wisconsin
$35K +$35.5K +630 New
CFO
609
CVA Family Office
Colorado
$34K
LS
610
Livforsakringsbolaget Skandia
Sweden
$32K
AIM
611
Achmea Investment Management
Netherlands
$31K
SN
612
Sittner & Nelson
Oregon
$29K
TCOV
613
Trust Company of Vermont
Vermont
$28K +$29.1K +516 New
HNWAG
614
High Net Worth Advisory Group
Florida
$27K
EWA
615
EverSource Wealth Advisors
Alabama
$26K +$338 +6 +1%
SJIA
616
St. James Investment Advisors
New York
$25K -$25.8K -458 -50%
DA
617
Denali Advisors
California
$25K
EARNEST Partners
618
EARNEST Partners
Georgia
$25K
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$25K +$4.73K +84 +23%
Bank of Montreal
620
Bank of Montreal
Ontario, Canada
$24.9K +$333K +5,913 +1%
MS
621
Marshall & Sullivan
Washington
$24K +$25.3K +450 New
CCA
622
Catalyst Capital Advisors
New York
$23K +$3.21K +57 +16%
CA
623
CoreCap Advisors
Michigan
$23K +$23.6K +419 New
AF
624
Advisornet Financial
Minnesota
$23K +$23.9K +425 New
KA
625
Kozak & Associates
Colorado
$22K