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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
CSat Investment Advisory
Michigan
$22K +$20.9K +104 New
OIA
302
Optimum Investment Advisors
Illinois
$21K
VCM
303
Vigilant Capital Management
Maine
$21K
PCG
304
Private Capital Group
Connecticut
$21K +$9.66K +48 +80%
ADL
305
Asset Dedication LLC
California
$16K
HNB
306
Huntington National Bank
Ohio
$16K +$604 +3 +4%
FAM
307
Fred Alger Management
New York
$16K +$15.1K +75 New
GAM
308
Gemmer Asset Management
California
$15K
PFO
309
Pathstone Family Office
New Jersey
$15K
CG
310
Cutler Group
California
$14K -$1.45M -7,200 -99%
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$12K -$12.3K -61 -51%
TCM
312
Tradewinds Capital Management
Washington
$10K
PCM
313
Prelude Capital Management
New York
$10K +$9.26K +46 New
QCG
314
Quadrant Capital Group
Ohio
$9K
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$8K -$93K -462 -92%
WAP
316
Wealthcare Advisory Partners
Pennsylvania
$8K
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$7K
SMFS
318
Squar Milner Financial Services
California
$7K +$3.62K +18 +113%
ST
319
Smithfield Trust
Pennsylvania
$6K
RWA
320
Ropes Wealth Advisors
Massachusetts
$6K +$5.63K +28 New
EARNEST Partners
321
EARNEST Partners
Georgia
$5K
PCP
322
Proficio Capital Partners
Massachusetts
$5K +$1.21K +6 +35%
PWP
323
Personal Wealth Partners
Minnesota
$5K +$4.83K +24 New
BFEC
324
Benjamin F. Edwards & Company
Missouri
$4K
CFA
325
Camarda Financial Advisors
Florida
$4K