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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
826
OneDigital Investment Advisors
Kansas
$128K -$950 -26 -0.8%
First Manhattan
827
First Manhattan
New York
$126K +$4.35K +119 +4%
PFGIA
828
Patriot Financial Group Insurance Agency
Massachusetts
$125K -$83K -2,273 -45%
AAC
829
Asset Advisors Corp
Georgia
$121K
GLI
830
Guardian Life Insurance
New York
$120K -$4.46K -122 -4%
FPS
831
Fieldpoint Private Securities
Connecticut
$119K +$108K +2,958 New
MVP
832
Miller Value Partners
Florida
$118K +$107K +2,929 New
PMFA
833
Plante Moran Financial Advisors
Michigan
$109K +$9.72K +266 +11%
YWP
834
YorkBridge Wealth Partners
New York
$106K -$7.89K -216 -8%
CFG
835
Citizens Financial Group
Rhode Island
$106K +$27.4K +750 +40%
CPP
836
Crow Point Partners
Massachusetts
$96K +$86.2K +2,359 New
LA
837
Legacy Advisors
Pennsylvania
$93K
VFA
838
Valeo Financial Advisors
Indiana
$92K +$82.9K +2,269 New
PCA
839
Peddock Capital Advisors
Massachusetts
$90K
PSC
840
Prentiss Smith & Co
Vermont
$89K
QCG
841
Quadrant Capital Group
Ohio
$83K +$950 +26 +1%
EFSCE
842
Enterprise Financial Services Corp (EFSC)
Missouri
$83K +$7.82K +214 +12%
WB
843
Webster Bank
Connecticut
$81K +$36.5K +1,000 +100%
SFG
844
SevenBridge Financial Group
Pennsylvania
$77K +$40.7K +1,114 +142%
ZB
845
Zions Bancorporation
Utah
$77K +$49.5K +1,354 +243%
KPCM
846
Kings Point Capital Management
New York
$77K +$69.4K +1,900 New
FWM
847
Focused Wealth Management
New York
$76K -$223K -6,100 -77%
HR
848
Howe & Rusling
New York
$73K
WAP
849
Wealthcare Advisory Partners
Pennsylvania
$73K +$65.6K +1,796 New
UFG
850
United Fire Group
Iowa
$66K