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Name Holding Trade Value Shares
Change
Change in
Stake
ST
301
Smithfield Trust
Pennsylvania
$42K – – –
SWM
302
Spire Wealth Management
Virginia
$42K – – –
Group One Trading
303
Group One Trading
Illinois
$40K +$36.6K +118 New
SFM
304
Signet Financial Management
New Jersey
$36K +$33.5K +108 New
STCOSD
305
Sageworth Trust Company of South Dakota
South Dakota
$34K +$31.3K +101 New
National Bank of Canada
306
National Bank of Canada
Quebec, Canada
$31K +$28.2K +91 New
TWA
307
TCI Wealth Advisors
Arizona
$29K +$8.38K +27 +45%
KFP
308
KB Financial Partners
New Jersey
$29K +$26.7K +86 New
PFGIA
309
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
LF
310
Lee Financial
Texas
$22K +$20.5K +66 New
DFCM
311
Dark Forest Capital Management
Puerto Rico
$20K +$18.3K +59 New
FPS
312
Fieldpoint Private Securities
Connecticut
$17K +$1.55K +5 +11%
FCA
313
FinTrust Capital Advisors
South Carolina
$14K +$1.55K +5 +13%
QCG
314
Quadrant Capital Group
Ohio
$13K +$310 +1 +3%
ST
315
Sageworth Trust
Pennsylvania
$11K -$33.5K -108 -77%
TFO
316
Tarbox Family Office
California
$11K – – –
Rockefeller Capital Management
317
Rockefeller Capital Management
New York
$11K +$5.59K +18 +106%
PWMG
318
Prestige Wealth Management Group
New Jersey
$10K – – –
TWC
319
TD Waterhouse Canada
Ontario, Canada
$9.51K +$9.31K +30 New
HNB
320
Huntington National Bank
Ohio
$9K +$8.38K +27 New
GAM
321
Gemmer Asset Management
California
$8K – – –
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
S
323
SignatureFD
Georgia
$7K +$1.86K +6 +38%
FMP
324
Financial Management Professionals
Texas
$6K – – –
CWS
325
Confluence Wealth Services
Pennsylvania
$6K +$5.59K +18 New