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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
851
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$5.83K -36 -16%
ANBT
852
American National Bank & Trust
Texas
$31K -$7.28K -45 -20%
YWP
853
YorkBridge Wealth Partners
New York
$30K – – –
PCP
854
Proficio Capital Partners
Massachusetts
$29K – – –
VIA
855
Vantage Investment Advisors
Pennsylvania
$29K – – –
WAS
856
WESPAC Advisors SoCal
California
$28K – – –
HR
857
Howe & Rusling
New York
$28K +$2.75K +17 +12%
GBT
858
Grove Bank & Trust
Florida
$27K – – –
GBBWRPM
859
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K -$8.09K -50 -25%
OC
860
Oakworth Capital
Alabama
$24K – – –
WIM
861
Westside Investment Management
California
$23K +$2.43K +15 +13%
IP
862
Isthmus Partners
Wisconsin
$22K -$1.62K -10 -7%
BWM
863
Baystate Wealth Management
Massachusetts
$22K – – –
GAM
864
Gemmer Asset Management
California
$22K – – –
GT
865
Greenleaf Trust
Michigan
$22K +$21.2K +131 New
EWM
866
Endurance Wealth Management
Rhode Island
$21K – – –
PAI
867
Pittenger & Anderson Inc
Nebraska
$20K +$18.9K +117 New
WPA
868
West Paces Advisors
Georgia
$19.5K – – –
PFBT
869
Parkside Financial Bank & Trust
Missouri
$19K -$28.3K -175 -60%
TFO
870
Tarbox Family Office
California
$18K +$1.29K +8 +8%
AC
871
Alexandria Capital
Virginia
$17K -$16.7K -103 -51%
CCM
872
Cribstone Capital Management
Maine
$17K -$9.71K -60 -38%
CPA
873
Clear Perspective Advisors
Illinois
$17K – – –
JFA
874
JNBA Financial Advisors
Minnesota
$17K – – –
MUS
875
Mitsubishi UFJ Securities
Japan
$17K – – –