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Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$47K -$24.5K -8,920 -31%
TDC
152
Thompson Davis & Co
Virginia
$37K
Victory Capital Management
153
Victory Capital Management
Texas
$35K +$16.7K +6,090 +77%
LIA
154
LS Investment Advisors
Michigan
$32K
CG
155
Cutler Group
California
$31K +$34.8K +12,690 New
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$28K -$11.7K -4,280 -28%
Simplex Trading
157
Simplex Trading
Illinois
$28K +$31.2K +11,350 New
GWM
158
Geneos Wealth Management
Colorado
$24K
PFBT
159
Parkside Financial Bank & Trust
Missouri
$22K +$24.3K +8,850 New
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$21K
LJHT
161
Laurie J. Hall Trustee
$20K +$12.6K +4,600 +144%
BJ
162
BlackRock Japan
Japan
$16K +$14.1K +5,150 +350%
MFS
163
MSI Financial Services
Massachusetts
$13K -$1.46K -530 -9%
LTFS
164
Ladenburg Thalmann Financial Services
Florida
$12K +$4.17K +1,520 +44%
FPFS
165
First Personal Financial Services
North Carolina
$11K +$11.7K +4,280 New
SWA
166
Sutton Wealth Advisors
Florida
$10.3K
DBT
167
Dubuque Bank & Trust
Iowa
$8K
Creative Planning
168
Creative Planning
Kansas
$7K -$8.37K -3,050 -50%
VCM
169
Versant Capital Management
Arizona
$7K
ACS
170
Archford Capital Strategies
Illinois
$4K +$3.62K +1,320 New
AssetMark Inc
171
AssetMark Inc
California
$3K
TCOV
172
Trust Company of Vermont
Vermont
$3K +$2.77K +1,010 New
SEI Investments
173
SEI Investments
Pennsylvania
$3K +$3.65K +1,330 +4,433%
TIM
174
Tortoise Investment Management
New York
$3K +$3.76K +1,370 New
SHJ
175
Sharkey, Howes & Javer
Colorado
$2K