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Travel + Leisure Co

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Next Financial Group
Texas
$15K -$12.3K -226 -48%
FPS
302
Fieldpoint Private Securities
Connecticut
$15K
MA
303
Montag & Associates
Georgia
$15K
PCM
304
Peregrine Capital Management
Minnesota
$15K
TCOV
305
Trust Company of Vermont
Vermont
$14K -$3.53K -65 -22%
GWS
306
Glassman Wealth Services
Virginia
$14K +$109 +2 +0.9%
BWM
307
BerganKDV Wealth Management
Minnesota
$13K
CAM
308
Costello Asset Management
Pennsylvania
$12K
IA
309
IFP Advisors
Florida
$12K
MLFP
310
MPS Loria Financial Planners
Illinois
$12K
ST
311
Smithfield Trust
Pennsylvania
$11K
Fidelity Investments
312
Fidelity Investments
Massachusetts
$9K -$189K -3,486 -96%
SWM
313
Spire Wealth Management
Virginia
$9K +$8.25K +152 New
MWP
314
Meridian Wealth Partners
Pennsylvania
$9K +$8.36K +154 New
APA
315
American Portfolios Advisors
New York
$8.93K
EW
316
Evoke Wealth
California
$7K
PCFFS
317
Pacific Center for Financial Services
California
$7K
IAIM
318
International Assets Investment Management
Florida
$7K +$3.64K +67 +100%
FFA
319
Freedman Financial Associates
Massachusetts
$6K -$2.17K -40 -28%
RCA
320
Ranch Capital Advisors
Florida
$6K
SFS
321
Sowell Financial Services
Arkansas
$6K +$54 +1 +1%
COCM
322
Charter Oak Capital Management
New Hampshire
$5K
EARNEST Partners
323
EARNEST Partners
Georgia
$5K
SCA
324
Stonebridge Capital Advisors
Minnesota
$5K +$4.29K +79 New
AF
325
Allworth Financial
California
$4K +$2.06K +38 +181%