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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
601
TCI Wealth Advisors
Arizona
$13K -$10.1K -47 -44%
ZB
602
Zions Bancorporation
Utah
$13K +$2.37K +11 +22%
OFW
603
Omnia Family Wealth
Florida
$12K +$1.07K +5 +9%
PMFA
604
Plante Moran Financial Advisors
Michigan
$11K
GRP
605
Global Retirement Partners
California
$11K +$6.02K +28 +117%
TCM
606
Tradewinds Capital Management
Washington
$10K +$10.8K +50 New
PFPT
607
Pinnacle Financial Partners (Tennessee)
Tennessee
$9K +$8.82K +41 New
ED
608
Exane Derivatives
France
$8.55K +$8.82K +41 New
WIM
609
Westside Investment Management
California
$8.13K
TFO
610
Tarbox Family Office
California
$8K
SIC
611
Salem Investment Counselors
North Carolina
$8K +$8.39K +39 New
SWA
612
Sutton Wealth Advisors
Florida
$7.72K
WA
613
WFG Advisors
Texas
$6K
JFA
614
JNBA Financial Advisors
Minnesota
$5K
BL
615
Balentine LLC
Georgia
$5K +$5.38K +25 New
SFSIG
616
San Francisco Sentry Investment Group
California
$5K +$5.38K +25 New
GWA
617
Guidant Wealth Advisors
Illinois
$5K +$6.02K +28 New
FMII
618
Farmers & Merchants Investments Inc
Nebraska
$4K
ACM
619
Armbruster Capital Management
New York
$4K +$4.51K +21 New
MRCM
620
M&R Capital Management
New Jersey
$3K
PWM
621
Perigon Wealth Management
California
$3K
BWM
622
Baystate Wealth Management
Massachusetts
$2K
BBHC
623
Brown Brothers Harriman & Co
New York
$2K
CHC
624
City Holding Co
West Virginia
$2K
ECM
625
Exchange Capital Management
Michigan
$2K +$2.15K +10 New