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Name Holding Trade Value Shares
Change
Change in
Stake
PK
1026
Pflug Koory
Nebraska
$73K +$72.1K +393 New
ZB
1027
Zions Bancorporation
Utah
$72K – – –
AWM
1028
AllSquare Wealth Management
New York
$69K – – –
AIM
1029
Arcadia Investment Management
Michigan
$65K – – –
TSW
1030
Thompson Siegel & Walmsley
Virginia
$65K – – –
AF
1031
Allworth Financial
California
$60K – – –
CB
1032
Community Bank
New York
$57K – – –
RFS
1033
Rockefeller Financial Services
New York
$57K – – –
LF
1034
Lee Financial
Texas
$57K +$56.3K +307 New
HWP
1035
Hefty Wealth Partners
Indiana
$55K – – –
WOC
1036
West Oak Capital
California
$53.8K +$13.8K +75 +35%
WEC
1037
Winslow Evans & Crocker
Massachusetts
$50.3K – – –
TC
1038
Trust Company
Kansas
$50K – – –
H
1039
Hexavest
Quebec, Canada
$48K +$47K +256 New
SWA
1040
Sutton Wealth Advisors
Florida
$47.5K – – –
BBHC
1041
Brown Brothers Harriman & Co
New York
$47K – – –
TDC
1042
Thompson Davis & Co
Virginia
$47K – – –
DSC
1043
Duncker Streett & Co
Missouri
$46K +$184 +1 +0.4%
FFC
1044
First Financial Corp
Indiana
$41K -$12.3K -67 -23%
PCTC
1045
Perkins Coie Trust Company
Washington
$40K +$39.5K +215 New
EFSCE
1046
Enterprise Financial Services Corp (EFSC)
Missouri
$39K – – –
VNA
1047
Valley National Advisers
Pennsylvania
$38K – – –
WA
1048
WealthTrust-Arizona
Arizona
$38K – – –
NSIM
1049
North Star Investment Management
Illinois
$38K +$3.67K +20 +11%
NC
1050
NewSquare Capital
Pennsylvania
$37K -$73.4K -400 -67%