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Name Holding Trade Value Shares
Change
Change in
Stake
UCB
451
United Community Bank
South Carolina
$64.7K +$2.8K +80 +4%
AF
452
Advisornet Financial
Minnesota
$63K -$46.1K -1,320 -41%
QPBE
453
Quintet Private Bank (Europe)
Luxembourg
$62.5K
CTC
454
Central Trust Company
Missouri
$60.9K -$13.4K -383 -17%
AEPWM
455
Atlantic Edge Private Wealth Management
Florida
$60.9K
FG
456
Fairman Group
Pennsylvania
$60K
Bessemer Group
457
Bessemer Group
New Jersey
$52K +$27K +771 +99%
DSC
458
Duncker Streett & Co
Missouri
$49.9K
MCM
459
MAI Capital Management
Ohio
$45.4K -$28.4K -812 -37%
BFS
460
Bare Financial Services
Pennsylvania
$44.7K +$23.9K +685 +104%
VFM
461
Vision Financial Markets
Connecticut
$42.4K
TF
462
Tompkins Financial
New York
$42K
GSWM
463
Golden State Wealth Management
California
$41.8K
LWCFA
464
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.7K
KB
465
Kimelman & Baird
New York
$34.9K
FWA
466
Flagship Wealth Advisors
Massachusetts
$34.9K
PGAM
467
Princeton Global Asset Management
New Jersey
$33.3K +$35K +1,000 New
MG
468
Mather Group
Illinois
$32.8K +$34.5K +987 New
CJ
469
Caitlin John
Michigan
$32.6K +$34.2K +979 New
Mitsubishi UFJ Asset Management
470
Mitsubishi UFJ Asset Management
Japan
$31.6K
PS
471
Principal Securities
Iowa
$31.5K +$4.93K +141 +17%
CI
472
CX Institutional
Indiana
$30K
LI
473
LRI Investments
Florida
$28K -$804 -23 -3%
MCM
474
Manchester Capital Management
Vermont
$26.3K +$27.6K +790 New
DMBA
475
Deseret Mutual Benefit Administrators
Utah
$26.2K -$6.47K -185 -19%