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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
201
People's United Financial
Connecticut
$50K -$90.3K -4,500 -67%
SNT
202
Security National Trust
West Virginia
$50K +$45.2K +2,250 New
IDBONY
203
Israel Discount Bank of New York
New York
$49K +$44.5K +2,216 New
FHA
204
First Horizon Advisors
Tennessee
$45K
AssetMark Inc
205
AssetMark Inc
California
$44K
CTC
206
Central Trust Company
Missouri
$41K
TDC
207
Thompson Davis & Co
Virginia
$37K
SAM
208
Sunnymeath Asset Management
New Jersey
$35K +$31.6K +1,575 New
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$31K +$13.6K +675 +89%
CHP
210
Cable Hill Partners
Oregon
$27K +$6.79K +338 +39%
GWM
211
Geneos Wealth Management
Colorado
$27K +$12.3K +612 +94%
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$25K +$13.1K +650 +139%
IA
213
IFP Advisors
Florida
$20K +$1.08K +54 +6%
BC
214
Bartlett & Co
Ohio
$15K -$27.1K -1,350 -67%
WEC
215
Winslow Evans & Crocker
Massachusetts
$14.9K -$3.79K -189 -22%
WCBA
216
Weaver C. Barksdale & Associates
Tennessee
$14K -$1.45K -72 -10%
DVM
217
Dreman Value Management
Florida
$13K
BBHC
218
Brown Brothers Harriman & Co
New York
$11K
AIL
219
AGF Investments LLC
Ontario, Canada
$10K +$8.49K +423 New
SAM
220
Solaris Asset Management
New York
$9K
DSC
221
Duncker Streett & Co
Missouri
$8K
CJA
222
C-J Advisory
California
$6K -$2.85K -142 -33%
QCG
223
Quadrant Capital Group
Ohio
$4K -$823 -41 -16%
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$4K
Creative Planning
225
Creative Planning
Kansas
$4K +$442 +22 +14%