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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1051
Bar Harbor Wealth Management
New Hampshire
$371K – – –
FIAS
1052
FinTrust Investment Advisory Services
South Carolina
$370K -$4.57K -20 -1%
HH
1053
Hilltop Holdings
Texas
$369K +$338K +1,477 New
NEPWA
1054
New England Private Wealth Advisors
Massachusetts
$368K +$75.7K +331 +30%
HCM
1055
Howland Capital Management
Massachusetts
$367K – – –
BFM
1056
Boston Financial Management
Massachusetts
$367K +$34.3K +150 +11%
SMC
1057
Smith, Moore & Co
Missouri
$364K -$67.7K -296 -17%
WTC
1058
WhitTier Trust Company
Nevada
$363K -$45.7K -200 -12%
QCG
1059
Quadrant Capital Group
Ohio
$363K +$1.83K +8 +0.5%
OIA
1060
OneDigital Investment Advisors
Kansas
$362K +$249K +1,091 +304%
NB
1061
NBT Bank
New York
$354K -$66.1K -289 -17%
HCM
1062
Harvest Capital Management
New Hampshire
$354K – – –
BG
1063
Bahl & Gaynor
Ohio
$353K +$2.74K +12 +0.9%
YIA
1064
YHB Investment Advisors
Connecticut
$353K +$324K +1,415 New
EFS
1065
Essex Financial Services
Connecticut
$352K – – –
PL
1066
Plancorp LLC
Missouri
$351K +$5.49K +24 +2%
TTWM
1067
TCV Trust & Wealth Management
Virginia
$350K -$80K -350 -20%
CS
1068
Credential Securities
$349K -$167K -731 -34%
CCG
1069
Cypress Capital Group
Florida
$349K – – –
MCA
1070
Mercer Capital Advisers
New Jersey
$349K – – –
CT
1071
Coastline Trust
Rhode Island
$348K -$5.72K -25 -2%
PAM
1072
Palisade Asset Management
Minnesota
$347K – – –
KA
1073
Kovack Advisors
Florida
$343K -$62K -271 -16%
HL
1074
HeadInvest LLC
Maine
$343K – – –
MWM
1075
Mission Wealth Management
California
$342K +$68.6K +300 +28%
41 42
43
44 45