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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1001
Perigon Wealth Management
California
$49K -$6.87K -46 -12%
ATC
1002
Adirondack Trust Company
New York
$49K +$1.49K +10 +3%
PFGIA
1003
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$6.27K +42 +15%
TWA
1004
TCI Wealth Advisors
Arizona
$48K
BCM
1005
Blume Capital Management
California
$48K +$47.8K +320 New
RFA
1006
Reilly Financial Advisors
California
$46K +$4.92K +33 +12%
KLWA
1007
Kelly Lawrence W & Associates
California
$45K
LC
1008
Landaas & Company
Wisconsin
$45K +$44.8K +300 New
WOC
1009
West Oak Capital
California
$44.8K
RIA
1010
RPG Investment Advisory
California
$44K
CHC
1011
City Holding Co
West Virginia
$41K +$6.72K +45 +20%
WPA
1012
West Paces Advisors
Georgia
$37.4K
MFW
1013
Mosaic Family Wealth
Missouri
$37K
CHP
1014
Cable Hill Partners
Oregon
$37K +$9.7K +65 +35%
WA
1015
Winfield Associates
Ohio
$37K +$9.7K +65 +36%
OC
1016
Oakworth Capital
Alabama
$36K
TFO
1017
Tarbox Family Office
California
$36K +$2.98K +20 +9%
CBT
1018
Capital Bank & Trust
California
$36K +$33.1K +222 +1,306%
VCM
1019
Vigilant Capital Management
Maine
$33K
JG
1020
Jefferies Group
New York
$31K -$5.98M -40,057 -99%
OIA
1021
OneDigital Investment Advisors
Kansas
$31K -$4.92K -33 -14%
FCB
1022
First Command Bank
Texas
$31K
FCFS
1023
First Command Financial Services
Texas
$31K
CFG
1024
CKW Financial Group
Hawaii
$30K
AF
1025
Allworth Financial
California
$28K