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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
901
Capital Analysts LLC
Pennsylvania
$91.8K
FNBT
902
FineMark National Bank & Trust
Florida
$83K -$2.7K -161 -3%
BBPWM
903
Blue Bell Private Wealth Management
Pennsylvania
$83K +$34.7K +2,070 +83%
WOC
904
West Oak Capital
California
$82.3K
DOA
905
D'Orazio & Associates
Virginia
$81K
Manulife (Manufacturers Life Insurance)
906
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.4K +$2.57M +153,215 +4%
OFS
907
Orrstown Financial Services
Pennsylvania
$80K
DIA
908
Davidson Investment Advisors
Montana
$79K -$25.6K -1,530 -26%
PMFA
909
Plante Moran Financial Advisors
Michigan
$79K +$9.97K +595 +16%
KA
910
Klingman & Associates
New York
$77K +$71K +4,237 New
JFGIW
911
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$76K
GAM
912
Gemmer Asset Management
California
$74K +$84 +5 +0.1%
AC
913
Alexandria Capital
Virginia
$73K
SEC
914
Seven Eight Capital
New York
$71K +$65.7K +3,922 New
PFSC
915
Peoples Financial Services Corp
Pennsylvania
$70K -$25.8K -1,541 -29%
NCMG
916
NCM Capital Management Group
North Carolina
$68K
NSIM
917
North Star Investment Management
Illinois
$68K +$29.5K +1,762 +90%
IWC
918
Integrated Wealth Counsel
California
$64K
CFA
919
Camarda Financial Advisors
Florida
$63K
TCM
920
TD Capital Management
Tennessee
$62K
WA
921
WealthTrust-Arizona
Arizona
$62K +$251 +15 +0.4%
KPCM
922
Kings Point Capital Management
New York
$62K +$57.3K +3,422 New
HRIA
923
Haberer Registered Investment Advisor
Ohio
$60K
RFA
924
Reilly Financial Advisors
California
$57K -$7.78K -464 -13%
FBT
925
Founders Bank & Trust
Michigan
$56K -$14.8K -881 -23%