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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
376
Boreal Capital Management
Florida
$8.16K – – –
AFC
377
Ares Financial Consulting
California
$7.84K +$6.11K +70 +269%
CHC
378
City Holding Co
West Virginia
$7.19K -$87 -1 -1%
CA
379
Crewe Advisors
Utah
$7.11K -$12.1K -138 -61%
ZBNA
380
Zions Bancorporation, National Association
Utah
$6.86K -$699 -8 -9%
IFWM
381
Institute for Wealth Management
Colorado
$6.21K +$6.64K +76 New
BTI
382
Blue Trust Inc
Georgia
$6.04K -$3.06K -35 -32%
OPTFSNA
383
Old Point Trust & Financial Services N A
Virginia
$5.8K +$6.2K +71 New
HI
384
Harbour Investments
Wisconsin
$5.49K -$262 -3 -4%
LI
385
LRI Investments
Florida
$5.47K +$5.85K +67 New
TWD
386
True Wealth Design
Ohio
$5.15K -$10.5K -120 -66%
RF
387
Roxbury Financial
New Jersey
$5K – – –
PGAM
388
Princeton Global Asset Management
New Jersey
$4.82K – – –
CFM
389
Cornerstone Financial Management
Massachusetts
$4.08K +$611 +7 +16%
MMCM
390
Murphy & Mullick Capital Management
New York
$3.84K – – –
TCM
391
TD Capital Management
Tennessee
$3.59K – – –
BIA
392
Bell Investment Advisors
California
$3.1K +$524 +6 +19%
CA
393
CoreCap Advisors
Michigan
$3.02K -$6.03K -69 -65%
CI
394
CX Institutional
Indiana
$3K – – –
TPCW
395
TD Private Client Wealth
New York
$2.61K +$2.01K +23 +256%
TFA
396
Transamerica Financial Advisors
Florida
$2.46K +$175 +2 +7%
PJC
397
Phillip James Consulting
Minnesota
$2.37K +$2.53K +29 New
GRP
398
Global Retirement Partners
California
$2.21K +$2.36K +27 New
CAL
399
Capital Analysts LLC
Pennsylvania
$2K -$1.05K -12 -38%
PCM
400
Penserra Capital Management
California
$2K +$2.18K +25 New
14 15
16
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