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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1026
Allworth Financial
California
$60K
CB
1027
Community Bank
New York
$57K
RFS
1028
Rockefeller Financial Services
New York
$57K
LF
1029
Lee Financial
Texas
$57K +$56.3K +307 New
HWP
1030
Hefty Wealth Partners
Indiana
$55K
WOC
1031
West Oak Capital
California
$53.8K +$13.8K +75 +35%
WEC
1032
Winslow Evans & Crocker
Massachusetts
$50.3K
TC
1033
Trust Company
Kansas
$50K
H
1034
Hexavest
Quebec, Canada
$48K +$47K +256 New
SWA
1035
Sutton Wealth Advisors
Florida
$47.5K
BBHC
1036
Brown Brothers Harriman & Co
New York
$47K
TDC
1037
Thompson Davis & Co
Virginia
$47K
DSC
1038
Duncker Streett & Co
Missouri
$46K +$184 +1 +0.4%
FFC
1039
First Financial Corp
Indiana
$41K -$12.3K -67 -23%
PCTC
1040
Perkins Coie Trust Company
Washington
$40K +$39.5K +215 New
EFSCE
1041
Enterprise Financial Services Corp (EFSC)
Missouri
$39K
VNA
1042
Valley National Advisers
Pennsylvania
$38K
WA
1043
WealthTrust-Arizona
Arizona
$38K
NSIM
1044
North Star Investment Management
Illinois
$38K +$3.67K +20 +11%
NC
1045
NewSquare Capital
Pennsylvania
$37K -$73.4K -400 -67%
HIM
1046
Hillsdale Investment Management
Ontario, Canada
$37K -$18.4K -100 -33%
GAM
1047
Gemmer Asset Management
California
$37K
TCCM
1048
Timber Creek Capital Management
Massachusetts
$37K
BGIM
1049
Brandywine Global Investment Management
Pennsylvania
$37K +$36K +196 New
PMFA
1050
Plante Moran Financial Advisors
Michigan
$36K +$17.6K +96 +98%