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Name Holding Trade Value Shares
Change
Change in
Stake
CG
851
Colony Group
Massachusetts
$166K +$167K +10,305 New
SSB
852
Sandy Spring Bank
Maryland
$148K +$3.57K +220 +2%
TCM
853
Tradewinds Capital Management
Washington
$142K -$16.4K -1,013 -10%
LWM
854
LBA Wealth Management
Florida
$136K +$17.9K +1,101 +15%
SC
855
SRB Corp
Massachusetts
$135K +$136K +8,361 New
HPBT
856
High Point Bank & Trust
North Carolina
$128K – – –
OIA
857
Optimum Investment Advisors
Illinois
$114K +$59.6K +3,677 +112%
MCM
858
Manchester Capital Management
Vermont
$113K – – –
IPC
859
Independent Portfolio Consultants
Florida
$113K +$17.8K +1,097 +19%
GSC
860
Ground Swell Capital
South Carolina
$112K +$36.6K +2,257 +48%
JFA
861
JNBA Financial Advisors
Minnesota
$109K +$19.4K +1,196 +22%
CFA
862
Carroll Financial Associates
North Carolina
$105K -$4.51K -278 -4%
HI
863
Hudock Inc
Pennsylvania
$97K -$3.41K -210 -3%
TDC
864
Thompson Davis & Co
Virginia
$97K +$11.5K +709 +13%
DIA
865
Davidson Investment Advisors
Montana
$94K – – –
VNB
866
Valley National Bancorp
New York
$92K – – –
EFSCE
867
Enterprise Financial Services Corp (EFSC)
Missouri
$89K -$7.85K -484 -8%
PFSC
868
Peoples Financial Services Corp
Pennsylvania
$87K -$207K -12,772 -70%
FNBSF
869
First National Bank Sioux Falls
South Dakota
$87K -$2.25K -139 -3%
JIC
870
Joel Isaacson & Co
New York
$83K – – –
CAL
871
Capital Analysts LLC
Pennsylvania
$81.2K – – –
FNBT
872
FineMark National Bank & Trust
Florida
$77K -$243 -15 -0.3%
CAM
873
CMT Asset Management
Illinois
$75K -$3.61M -222,684 -98%
WOC
874
West Oak Capital
California
$72.7K – – –
DOA
875
D'Orazio & Associates
Virginia
$72K – – –