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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1001
Clearstead Trust
Maine
$129K
FFC
1002
First Financial Corp
Indiana
$128K
AIC
1003
Ameritas Investment Company
Nebraska
$121K +$116K +751 New
CIA
1004
CSat Investment Advisory
Michigan
$119K +$13.8K +89 +14%
EIM
1005
Essex Investment Management
Massachusetts
$118K
MCM
1006
Manchester Capital Management
Vermont
$118K
TC
1007
Truvestments Capital
Florida
$117K
WEC
1008
Winslow Evans & Crocker
Massachusetts
$114K -$6.81K -44 -6%
PB
1009
Pinnacle Bancorp
Nebraska
$114K +$5.42K +35 +5%
PFO
1010
Pathstone Family Office
New Jersey
$111K -$650K -4,199 -86%
SWA
1011
Sutton Wealth Advisors
Florida
$108K
DWA
1012
Dougherty Wealth Advisers
Minnesota
$107K
HCM
1013
Hilton Capital Management
New York
$104K -$69.5K -449 -41%
CFA
1014
Carroll Financial Associates
North Carolina
$103K -$2.79K -18 -3%
PCM
1015
Princeton Capital Management
New Jersey
$103K
DAM
1016
Delta Asset Management
Tennessee
$103K +$5.11K +33 +5%
BFC
1017
Bedel Financial Consulting
Indiana
$102K
Loomis, Sayles & Company
1018
Loomis, Sayles & Company
Massachusetts
$102K +$98.1K +634 New
MSFP
1019
Mark Sheptoff Financial Planning
Connecticut
$100K +$9.28K +60 +11%
MA
1020
MCF Advisors
Kentucky
$98K
CHC
1021
City Holding Co
West Virginia
$97K -$6.96K -45 -7%
ZB
1022
Zions Bancorporation
Utah
$97K
NFG
1023
Next Financial Group
Texas
$95K -$2.17K -14 -2%
ONST
1024
Old North State Trust
North Carolina
$92K -$46.4K -300 -35%
TWA
1025
TCI Wealth Advisors
Arizona
$85K -$2.63K -17 -3%