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Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
301
KBC Group
Belgium
$108K -$50.7K -5,884 -37%
CBB
302
Citizens Business Bank
California
$108K
DBIA
303
Dumont & Blake Investment Advisors
New Jersey
$108K +$86.1K +10,000 New
IWM
304
IHT Wealth Management
Illinois
$105K +$79.1K +9,184 +1,132%
IP
305
Isthmus Partners
Wisconsin
$104K
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$96K -$8.15K -947 -9%
OAM
307
Oppenheimer Asset Management
New York
$94K +$3.25K +377 +5%
RE
308
RBC Europe
United Kingdom
$64.8K +$51.9K +6,026 New
CG
309
Cutler Group
California
$63K -$35.3K -4,100 -41%
RWA
310
Ropes Wealth Advisors
Massachusetts
$62K
TRCT
311
Tower Research Capital (TRC)
New York
$54K -$32.1K -3,729 -43%
MWM
312
MinichMacGregor Wealth Management
New York
$53K +$43.1K +5,000 New
ClearBridge Investments
313
ClearBridge Investments
New York
$38K +$766 +89 +3%
NFG
314
Next Financial Group
Texas
$37K -$6.5K -755 -18%
US Bancorp
315
US Bancorp
Minnesota
$36K -$15.2K -1,766 -34%
LNB
316
Ledyard National Bank
$36K
Envestnet Asset Management
317
Envestnet Asset Management
Illinois
$33K -$14.4K -1,674 -36%
FANJ
318
Financial Architects (New Jersey)
New Jersey
$33K -$861 -100 -3%
FCMT
319
Founders Capital Management (Texas)
Texas
$32K +$17.8K +2,070 +223%
SGAM
320
Smith Group Asset Management
Texas
$27K +$7.49K +870 +52%
WAM
321
Wealthspire Advisors (Maryland)
Maryland
$24K -$6.34K -736 -25%
LWCFA
322
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
AOWM
323
Alpha Omega Wealth Management
Virginia
$23K -$117K -13,600 -86%
BBHC
324
Brown Brothers Harriman & Co
New York
$22K
JFGIW
325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K