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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$6K – – –
WT
302
Washington Trust
Rhode Island
$6K – – –
NIC
303
Northwest Investment Counselors
Oregon
$6K +$6.19K +66 New
S
304
SignatureFD
Georgia
$5K -$1.78K -19 -23%
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$5K – – –
SFSIG
306
San Francisco Sentry Investment Group
California
$5K – – –
FPS
307
Fieldpoint Private Securities
Connecticut
$5K +$938 +10 +20%
HI
308
Harbour Investments
Wisconsin
$5K +$6K +64 New
Group One Trading
309
Group One Trading
Illinois
$4K -$1.5K -16 -25%
BAM
310
Bellevue Asset Management
Washington
$4K -$469 -5 -10%
AFS
311
Annapolis Financial Services
Maryland
$4K – – –
PCG
312
Private Capital Group
Connecticut
$3K -$1.88K -20 -36%
FCA
313
FinTrust Capital Advisors
South Carolina
$3K – – –
HIA
314
Harbor Investment Advisory
Maryland
$3K – – –
LC
315
Lindbrook Capital
California
$3K – – –
BCWM
316
Bartlett & Co Wealth Management
Ohio
$2.17K – – –
TSW
317
Thompson Siegel & Walmsley
Virginia
$2K -$10.4M -110,934 -100%
HR
318
Howe & Rusling
New York
$2K -$281 -3 -10%
BC
319
Bartlett & Co
Ohio
$2K – – –
BBHC
320
Brown Brothers Harriman & Co
New York
$2K – – –
GRP
321
Global Retirement Partners
California
$2K – – –
HNB
322
Huntington National Bank
Ohio
$2K – – –
VCM
323
Versant Capital Management
Arizona
$2K – – –
CAL
324
Capital Analysts LLC
Pennsylvania
$2K +$751 +8 +53%
ACM
325
AUA Capital Management
Pennsylvania
$2K +$1.41K +15 +107%