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Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
651
Old Second National Bank of Aurora
Illinois
$9K – – –
BL
652
Balentine LLC
Georgia
$9K +$6.42K +40 New
LWM
653
Liberty Wealth Management
California
$9K +$6.9K +43 New
WAS
654
Winch Advisory Services
Wisconsin
$8K +$5.78K +36 New
FWM
655
Filbrandt Wealth Management
Wisconsin
$7K -$1.61K -10 -25%
ME
656
McIlrath & Eck
Washington
$7K +$4.98K +31 New
ZB
657
Zions Bancorporation
Utah
$6K +$2.89K +18 +164%
TPCW
658
TD Private Client Wealth
New York
$5.27K +$803 +5 +26%
JCM
659
Jacobi Capital Management
Pennsylvania
$5K – – –
PMFA
660
Plante Moran Financial Advisors
Michigan
$5K – – –
SCA
661
Stonebridge Capital Advisors
Minnesota
$5K – – –
LWANC
662
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K -$3.21K -20 -50%
CA
663
Centerpoint Advisors
Massachusetts
$4K -$1.61K -10 -33%
JWA
664
JFS Wealth Advisors
Pennsylvania
$4K – – –
SIC
665
Salem Investment Counselors
North Carolina
$3K -$78.2K -487 -97%
BWM
666
BerganKDV Wealth Management
Minnesota
$3K +$2.25K +14 New
TPWA
667
TRUE Private Wealth Advisors
Oregon
$3K +$2.41K +15 New
BBHC
668
Brown Brothers Harriman & Co
New York
$2K -$642 -4 -29%
VNA
669
Valley National Advisers
Pennsylvania
$2K – – –
KTC
670
Kistler-Tiffany Companies
Pennsylvania
$2K +$1.12K +7 New
GI
671
Gradient Investments
Minnesota
$2K +$1.61K +10 +1,000%
MIM
672
Macroview Investment Management
Maryland
$2K +$1.77K +11 New
SBL
673
Sargent Bickham Lagudis
Colorado
$1K -$3.05K -19 -79%
PA
674
Procyon Advisors
Connecticut
$1K – – –
RIM
675
Rockbridge Investment Management
New York
$1K +$963 +6 New