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Teradata
TDC

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
301
Whittier Trust
California
$8.27K – – –
RFP
302
Root Financial Partners
California
$8.16K +$3.01K +115 +75%
GAFA
303
Garton & Associates Financial Advisors
Kentucky
$8.1K +$6.96K +266 New
VNA
304
Valley National Advisers
Pennsylvania
$8K – – –
SWIM
305
Smallwood Wealth Investment Management
New Jersey
$7.37K – – –
HNB
306
Huntington National Bank
Ohio
$7.25K -$419 -16 -6%
FHA
307
Flagship Harbor Advisors
Massachusetts
$6.79K +$5.83K +223 New
HPC
308
HM Payson & Co
Maine
$6.58K – – –
EF
309
Entrust Financial
Pennsylvania
$6.58K +$5.65K +216 New
SEP
310
Signature Equity Partners
Ohio
$6.54K +$5.63K +215 New
SGK
311
Steigerwald Gordon & Koch
Virginia
$6.36K – – –
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$6.33K +$576 +22 +12%
SAG
313
SageView Advisory Group
California
$6.24K +$5.36K +205 New
SWM
314
SHP Wealth Management
Massachusetts
$6.21K +$5.34K +204 New
CAM
315
Costello Asset Management
Pennsylvania
$6.09K – – –
AG
316
AmeriFlex Group
Nevada
$5.21K +$1.07K +41 +32%
S
317
SignatureFD
Georgia
$5.21K +$3.17K +121 +242%
PP
318
PFS Partners
New Jersey
$4.93K – – –
VCM
319
Versant Capital Management
Arizona
$4.75K -$2.04K -78 -33%
MAM
320
Marquette Asset Management
Minnesota
$4.69K +$4.03K +154 New
CFFP
321
Center for Financial Planning
Michigan
$4.63K +$2.3K +88 +138%
FGA
322
Fortis Group Advisors
New Jersey
$3.83K – – –
BBHC
323
Brown Brothers Harriman & Co
New York
$3.77K -$5.02K -192 -61%
EPG
324
Estate Planners Group
Pennsylvania
$3.71K +$3.19K +122 New
PWMG
325
Private Wealth Management Group
New Jersey
$3.47K – – –
11 12
13
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