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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
276
Lenox Wealth Management
Ohio
$20K +$20.9K +392 New
AIS
277
Accurate Investment Solutions
Pennsylvania
$18K
CFA
278
Carroll Financial Associates
North Carolina
$18K
DSC
279
Duncker Streett & Co
Missouri
$18K
ASN
280
Advisory Services Network
Georgia
$15K +$6.3K +118 +72%
RFS
281
Rockefeller Financial Services
New York
$14K +$14.1K +265 New
PCM
282
Penserra Capital Management
California
$13K +$13.4K +251 New
CG
283
Cutler Group
California
$11K -$857K -16,064 -99%
VCM
284
Versant Capital Management
Arizona
$11K -$1.66K -31 -13%
RBC
285
Roble Belko & Company
Pennsylvania
$11K
FMTCOCP
286
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10.3K
SSB
287
Sandy Spring Bank
Maryland
$10K
EFSCE
288
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
LIA
289
LS Investment Advisors
Michigan
$8K
CPIG
290
Chicago Partners Investment Group
Illinois
$8K +$8.06K +151 New
TCM
291
Tradewinds Capital Management
Washington
$7K
ED
292
Exane Derivatives
France
$6.35K
AF
293
Allworth Financial
California
$6K
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.82K +109 New
AF
295
Arrow Financial
New York
$5K
GRP
296
Global Retirement Partners
California
$5K
DAM
297
Delta Asset Management
Tennessee
$4K -$4.8K -90 -56%
CCMW
298
Cypress Capital Management (Wyoming)
Wyoming
$4K
EWM
299
Evercore Wealth Management
New York
$4K
WAM
300
Wealthspire Advisors (Maryland)
Maryland
$4K