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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
201
TrustCore Financial Services
Tennessee
$7K – – –
Deutsche Bank
202
Deutsche Bank
Germany
$6K -$6.71K -265 -53%
VFA
203
Valeo Financial Advisors
Indiana
$6K +$1.98K +78 +54%
BL
204
Balentine LLC
Georgia
$6K +$5.77K +228 New
CFA
205
Carroll Financial Associates
North Carolina
$5K -$2.86K -113 -34%
BWM
206
Baystate Wealth Management
Massachusetts
$5K – – –
CAW
207
Cornerstone Advisors (Washington)
Washington
$5K – – –
WT
208
Washington Trust
Rhode Island
$4K -$2.53K -100 -43%
ZB
209
Zions Bancorporation
Utah
$4K – – –
RCA
210
Ranch Capital Advisors
Florida
$3K – – –
VRM
211
Vectors Research Management
New York
$3K – – –
WT
212
Whittier Trust
California
$3K – – –
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$329 +13 +13%
BWM
214
BerganKDV Wealth Management
Minnesota
$3K +$3.04K +120 New
CA
215
Clearstead Advisors
Ohio
$2K – – –
QCG
216
Quadrant Capital Group
Ohio
$2K – – –
SIAS
217
Shine Investment Advisory Services
Colorado
$2K – – –
TJHA
218
Thomas J. Herzfeld Advisors
Florida
$2K +$1.34K +53 New
SF
219
Synovus Financial
Georgia
$1K -$7.59K -300 -90%
AAP
220
Arax Advisory Partners
Colorado
$1K – – –
KPW
221
Kore Private Wealth
New York
$1K – – –
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$1K +$633 +25 New
SIM
223
Sonora Investment Management
Arizona
$1K +$633 +25 New
JWM
224
Janiczek Wealth Management
Colorado
$1K +$1.27K +50 New
LWM
225
Lenox Wealth Management
Ohio
$1K +$1.34K +53 New