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Name Holding Trade Value Shares
Change
Change in
Stake
ONST
726
Old North State Trust
North Carolina
$74K -$6.93K -388 -9%
SMFS
727
Squar Milner Financial Services
California
$71K +$69.1K +3,868 New
TF
728
Tompkins Financial
New York
$68K – – –
RMC
729
Resources Management Corp
Connecticut
$67K – – –
BWM
730
Baystate Wealth Management
Massachusetts
$65K +$393 +22 +0.6%
ZB
731
Zions Bancorporation
Utah
$63K -$3.07K -172 -5%
BCI
732
Brinker Capital Investments
Pennsylvania
$63K – – –
AIM
733
AIA Investment Management
Singapore
$62K -$11.2K -628 -16%
FMTCOCP
734
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$62K – – –
GLI
735
Guardian Life Insurance
New York
$62K +$393 +22 +0.7%
PO
736
Private Ocean
California
$61K +$58.7K +3,284 New
VFA
737
Valeo Financial Advisors
Indiana
$60K -$10.2K -568 -15%
SQA
738
Simon Quick Advisors
New Jersey
$60K +$33.1K +1,852 +133%
PFGIA
739
Patriot Financial Group Insurance Agency
Massachusetts
$58K – – –
RFA
740
Reilly Financial Advisors
California
$58K +$2.15K +120 +4%
TCM
741
TD Capital Management
Tennessee
$57K – – –
M
742
Mirova
France
$57K +$55.5K +3,106 New
PCG
743
Private Capital Group
Connecticut
$56K -$7.61K -426 -12%
AJ
744
Ashburton (Jersey)
Jersey
$56K -$5.08K -284 -9%
FCA
745
FinTrust Capital Advisors
South Carolina
$55K – – –
AF
746
Advisornet Financial
Minnesota
$54K -$12.8K -716 -20%
PCM
747
Pinz Capital Management
New York
$52K +$50K +2,800 New
CI
748
CX Institutional
Indiana
$51K -$8.29K -464 -14%
TFS
749
TrustCore Financial Services
Tennessee
$49K -$1.43K -80 -3%
EI
750
Ellevest Inc
New York
$46K +$44.3K +2,478 New