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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
601
Sonora Investment Management
Arizona
$14K +$14.4K +67 New
TWA
602
TCI Wealth Advisors
Arizona
$13K -$10.1K -47 -44%
ZB
603
Zions Bancorporation
Utah
$13K +$2.37K +11 +22%
OFW
604
Omnia Family Wealth
Florida
$12K +$1.07K +5 +9%
PMFA
605
Plante Moran Financial Advisors
Michigan
$11K – – –
GRP
606
Global Retirement Partners
California
$11K +$6.02K +28 +117%
TCM
607
Tradewinds Capital Management
Washington
$10K +$10.8K +50 New
PFPT
608
Pinnacle Financial Partners (Tennessee)
Tennessee
$9K +$8.82K +41 New
ED
609
Exane Derivatives
France
$8.55K +$8.82K +41 New
WIM
610
Westside Investment Management
California
$8.13K – – –
TFO
611
Tarbox Family Office
California
$8K – – –
SIC
612
Salem Investment Counselors
North Carolina
$8K +$8.39K +39 New
SWA
613
Sutton Wealth Advisors
Florida
$7.72K – – –
WA
614
WFG Advisors
Texas
$6K – – –
JFA
615
JNBA Financial Advisors
Minnesota
$5K – – –
BL
616
Balentine LLC
Georgia
$5K +$5.38K +25 New
SFSIG
617
San Francisco Sentry Investment Group
California
$5K +$5.38K +25 New
GWA
618
Guidant Wealth Advisors
Illinois
$5K +$6.02K +28 New
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
ACM
620
Armbruster Capital Management
New York
$4K +$4.51K +21 New
MRCM
621
M&R Capital Management
New Jersey
$3K – – –
PWM
622
Perigon Wealth Management
California
$3K – – –
BWM
623
Baystate Wealth Management
Massachusetts
$2K – – –
BBHC
624
Brown Brothers Harriman & Co
New York
$2K – – –
CHC
625
City Holding Co
West Virginia
$2K – – –