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Name Holding Trade Value Shares
Change
Change in
Stake
CCS
351
Crosspoint Capital Strategies
California
$6K -$11.3K -90 -62%
Quadrant Capital Group
352
Quadrant Capital Group
Ohio
$6K -$5.64K -45 -45%
GWS
353
Glassman Wealth Services
Virginia
$6K – – –
TCOV
354
Trust Company of Vermont
Vermont
$6K – – –
RCG
355
Ruggie Capital Group
Florida
$5K – – –
FIB
356
First Interstate Bank
Montana
$5K +$5.02K +40 New
RWM
357
Raffa Wealth Management
District of Columbia
$4.46K – – –
AP
358
Atwood & Palmer
Missouri
$4K – – –
FPFS
359
First Personal Financial Services
North Carolina
$4K – – –
PFBT
360
Parkside Financial Bank & Trust
Missouri
$4K +$4.14K +33 New
HDIM
361
Hanson & Doremus Investment Management
Vermont
$3K – – –
HA
362
Harfst & Associates
Wyoming
$3K – – –
VNA
363
Valley National Advisers
Pennsylvania
$2K -$878 -7 -29%
Avior Wealth Management
364
Avior Wealth Management
Nebraska
$2K – – –
Brown Brothers Harriman & Co
365
Brown Brothers Harriman & Co
New York
$2K – – –
KTC
366
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
SA
367
SRH Advisors
Kansas
$2K – – –
TCM
368
Tradewinds Capital Management
Washington
$2K – – –
NMIS
369
Northwestern Mutual Investment Services
Wisconsin
$2K +$1.75K +14 New
AAM
370
American Asset Management
Florida
$2K +$2.51K +20 New
LFR
371
Lehman Financial Resources
Pennsylvania
$1K – – –
Nordea Investment Management
372
Nordea Investment Management
Sweden
$1K – – –
FAM
373
Formidable Asset Management
Ohio
$1K +$1.88K +15 New
MassMutual Private Wealth & Trust
374
MassMutual Private Wealth & Trust
Connecticut
$588 -$15.7K -125 -96%
MICM
375
Matthews International Capital Management
California
– -$16.9M -126,366 Closed