Name Holding Trade Value Shares
Change
Change in
Stake
ST
301
Smithfield Trust
Pennsylvania
$2K – – –
SWM
302
Spire Wealth Management
Virginia
$1.86K +$1.86K +25 New
WA
303
Whipplewood Advisors
Colorado
$1.79K – – –
ETS
304
ESL Trust Services
New York
$1.64K – – –
PFBT
305
Parkside Financial Bank & Trust
Missouri
$1.57K – – –
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$1.42K +$670 +9 +90%
TM
307
Torren Management
California
$1.34K – – –
CMBA
308
C.M. Bidwell & Associates
Hawaii
$1.12K – – –
BFS
309
Burkett Financial Services
South Carolina
$969 – – –
FCAS
310
First Command Advisory Services
Texas
$969 – – –
DJSG
311
D.J. St. Germain
Massachusetts
$895 – – –
QC
312
Quent Capital
New York
$895 – – –
GIA
313
GHP Investment Advisors
Colorado
$821 – – –
NF
314
Napier Financial
Massachusetts
$820 – – –
ZBNA
315
Zions Bancorporation, National Association
Utah
$820 +$818 +11 New
SC
316
Swan Capital
Florida
$746 – – –
AssetMark Inc
317
AssetMark Inc
California
$671 – – –
IA
318
IFG Advisory
Georgia
$671 +$670 +9 New
MO
319
McMillan Office
Michigan
$596 – – –
KG
320
Kilter Group
New York
$522 – – –
SHIM
321
Stone House Investment Management
Pennsylvania
$447 -$818 -11 -65%
APW
322
Allied Private Wealth
Florida
$384 +$372 +5 New
VNA
323
Valley National Advisers
Pennsylvania
$373 +$372 +5 New
BP
324
BNP Paribas
France
$356 +$372 +5 New
PWPS
325
Pinnacle Wealth Planning Services
Ohio
$298 – – –