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Name Holding Trade Value Shares
Change
Change in
Stake
DADC
401
D.A. Davidson & Co
Montana
$13K – – –
HWP
402
Hefty Wealth Partners
Indiana
$13K – – –
Loomis, Sayles & Company
403
Loomis, Sayles & Company
Massachusetts
$11K -$6.95K -165 -41%
CPIG
404
Chicago Partners Investment Group
Illinois
$10K – – –
KT
405
Kanaly Trust
Texas
$9K – – –
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$9K +$1.81K +43 +30%
IWMPD
407
Integrated Wealth Management (Palm Desert)
California
$8K – – –
WAM
408
Wealthspire Advisors (Maryland)
Maryland
$6K -$211 -5 -4%
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
SNT
410
Security National Trust
West Virginia
$5K – – –
PCTC
411
Perkins Coie Trust Company
Washington
$5K +$4.21K +100 New
AssetMark Inc
412
AssetMark Inc
California
$4K -$102K -2,424 -97%
SF
413
Synovus Financial
Georgia
$4K – – –
WEC
414
Winslow Evans & Crocker
Massachusetts
$3.67K +$42 +1 +1%
AIS
415
Accurate Investment Solutions
Pennsylvania
$3K – – –
HIM
416
Hillsdale Investment Management
Ontario, Canada
$3K – – –
CFG
417
Citizens Financial Group
Rhode Island
$3K +$1.48K +35 +85%
MCM
418
MV Capital Management
Maryland
$3K +$2.4K +57 New
CF
419
CenterStar Fund
Illinois
$2K – – –
DSC
420
Duncker Streett & Co
Missouri
$2K – – –
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$2K – – –
IAS
422
INR Advisory Services
Pennsylvania
$2K – – –
TWA
423
TCI Wealth Advisors
Arizona
$2K – – –
WA
424
Winfield Associates
Ohio
$2K – – –
CAW
425
Cornerstone Advisors (Washington)
Washington
$2K +$1.43K +34 New