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Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
326
Center for Financial Planning
Michigan
$20.3K – – –
WSFS
327
Wilmington Savings Fund Society
Delaware
$18.8K – – –
YDMI
328
Y.D. More Investments
Israel
$18.4K – – –
DB
329
Danske Bank
Denmark
$18.4K +$13.4K +700 +233%
PCTC
330
Perkins Coie Trust Company
Washington
$18.4K – – –
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$18.3K +$1.55K +81 +9%
RDFA
332
Ritter Daniher Financial Advisory
Ohio
$15.1K +$15.7K +820 New
TCOV
333
Trust Company of Vermont
Vermont
$14.7K – – –
GRP
334
Global Retirement Partners
California
$13.3K – – –
EC
335
Elequin Capital
New York
$12.7K +$13.2K +688 New
SIS
336
Sound Income Strategies
Florida
$11.7K +$12.3K +643 New
KAS
337
Kemnay Advisory Services
New York
$11.7K +$12.2K +635 New
CTB
338
Country Trust Bank
Illinois
$10.1K – – –
CYG
339
Clean Yield Group
Vermont
$9.35K +$9.74K +508 New
CAM
340
Costello Asset Management
Pennsylvania
$9.2K -$9.59K -500 -50%
VCM
341
Versant Capital Management
Arizona
$7.6K – – –
N
342
Natixis
France
$6.94K +$7.23K +377 New
BFS
343
Bare Financial Services
Pennsylvania
$6.81K +$4.16K +217 +142%
RIL
344
Rothschild Investment LLC
Illinois
$6.64K -$556 -29 -7%
GWSA
345
Global Wealth Strategies & Associates
Colorado
$6.62K -$1.13K -59 -14%
MWA
346
Medallion Wealth Advisors
Connecticut
$6.07K – – –
AUB
347
Atlantic Union Bankshares
Virginia
$5.52K – – –
RFP
348
Root Financial Partners
California
$5.52K +$5.46K +285 +1,900%
TWD
349
True Wealth Design
Ohio
$5.17K – – –
PFBT
350
Parkside Financial Bank & Trust
Missouri
$5.02K +$1.53K +80 +41%
12 13
14
15 16