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Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Cutler Group
California
$71K -$44.8K -1,461 -39%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$68K +$5.59K +182 +9%
SCA
103
Stonebridge Capital Advisors
Minnesota
$59K +$58.3K +1,900 New
DWM
104
Destination Wealth Management
California
$57K
BBHC
105
Brown Brothers Harriman & Co
New York
$53K
BFEC
106
Benjamin F. Edwards & Company
Missouri
$51K -$3.07K -100 -6%
ZB
107
Zions Bancorporation
Utah
$49K
QI
108
QS Investors
New York
$46K
TRCT
109
Tower Research Capital (TRC)
New York
$44K +$43.3K +1,411 New
CB
110
CNB Bank
Pennsylvania
$42K
SPIA
111
Steward Partners Investment Advisory
New York
$41K +$40.7K +1,325 New
LFG
112
LifePlan Financial Group
Ohio
$38K
THWM
113
Taylor Hoffman Wealth Management
Virginia
$38K
CTC
114
Central Trust Company
Missouri
$36K
GAM
115
Griffin Asset Management
New York
$33K +$32.3K +1,052 New
GI
116
Gradient Investments
Minnesota
$30K +$215 +7 +0.7%
GWM
117
Geneos Wealth Management
Colorado
$28K
JCM
118
Jacobi Capital Management
Pennsylvania
$26K
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$17K
US Bancorp
120
US Bancorp
Minnesota
$16K
EWM
121
Executive Wealth Management
Michigan
$16K +$430 +14 +3%
AWM
122
Avior Wealth Management
Nebraska
$16K +$15.3K +500 New
BWA
123
BDO Wealth Advisors
Florida
$16K +$15.3K +500 New
HPC
124
HM Payson & Co
Maine
$16K +$15.3K +500 New
SMFS
125
Squar Milner Financial Services
California
$13K