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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
626
OneDigital Investment Advisors
Kansas
$59K -$6.38K -138 -9%
RBC
627
Roble Belko & Company
Pennsylvania
$59K – – –
AIM
628
Advantage Investment Management
Iowa
$59K +$3.79K +82 +7%
FMII
629
Farmers & Merchants Investments Inc
Nebraska
$58K -$8.41K -182 -12%
PFGIA
630
Patriot Financial Group Insurance Agency
Massachusetts
$57K -$18.8K -406 -25%
THWM
631
Taylor Hoffman Wealth Management
Virginia
$53K +$55.4K +1,200 New
JCM
632
Jacobi Capital Management
Pennsylvania
$51K -$9.01K -195 -15%
LWCFA
633
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K – – –
WAS
634
Winch Advisory Services
Wisconsin
$51K +$4.25K +92 +9%
SP
635
SWS Partners
Ohio
$49K +$51.5K +1,115 New
WIM
636
Westside Investment Management
California
$48.6K +$1.43K +31 +3%
Toronto Dominion Bank
637
Toronto Dominion Bank
Ontario, Canada
$48K -$262K -5,680 -84%
FI
638
FCM Investments
Texas
$48K – – –
PCM
639
Poehling Capital Management
Wisconsin
$45K +$47.2K +1,022 New
LIA
640
LS Investment Advisors
Michigan
$44K – – –
MBT
641
Monroe Bank & Trust
Michigan
$44K +$46.2K +1,000 New
NSB
642
Norway Savings Bank
Maine
$43K -$68.4K -1,480 -60%
RPG
643
Risk Paradigm Group
Texas
$42.6K – – –
MFW
644
Mosaic Family Wealth
Missouri
$41K -$155K -3,347 -78%
EFSCE
645
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$2.45K -53 -6%
CCM
646
Cribstone Capital Management
Maine
$38K -$37K -800 -49%
HT
647
Heritage Trust
Oklahoma
$38K – – –
FFG
648
Ford Financial Group
California
$38K +$38K +823 New
TL
649
TrueWealth LLC
Georgia
$38K +$39.3K +850 New
FWM
650
Focused Wealth Management
New York
$36K – – –