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Name Holding Trade Value Shares
Change
Change in
Stake
VI
1026
Versor Investments
New York
$275K +$289K +1,100 New
WAL
1027
W Advisors LLC
Tennessee
$274K
NB
1028
NBT Bank
New York
$273K -$6.56K -25 -2%
DJSG
1029
D.J. St. Germain
Massachusetts
$273K +$287K +1,095 New
CAI
1030
Capital Advisors Inc
Oklahoma
$271K +$55.1K +210 +24%
W
1031
WealthOne
New York
$270K +$262 +1 +0.1%
AIC
1032
Archer Investment Corporation
Indiana
$269K +$164K +627 +139%
VCAM
1033
Van Cleef Asset Management
Ohio
$268K
QPWM
1034
Quadrant Private Wealth Management
Pennsylvania
$268K +$787 +3 +0.3%
APP
1035
Avantax Planning Partners
Iowa
$268K -$52.5K -200 -16%
UCFA
1036
United Capital Financial Advisors
Texas
$267K -$617K -2,351 -69%
CFD
1037
Creative Financial Designs
Indiana
$267K -$20.2K -77 -7%
MSWM
1038
McGlone Suttner Wealth Management
Wisconsin
$266K +$9.97K +38 +4%
CIA
1039
Choate Investment Advisors
Massachusetts
$265K +$49K +187 +21%
PCS
1040
Personal CFO Solutions
New Jersey
$265K -$34.4K -131 -11%
BCCM
1041
Bridge Creek Capital Management
Massachusetts
$265K
VT
1042
Vise Technologies
New York
$264K -$105K -402 -28%
WA
1043
Wealth Alliance
New York
$264K -$18.4K -70 -6%
NAM
1044
NTV Asset Management
West Virginia
$263K -$58.8K -224 -18%
VWM
1045
Valley Wealth Managers
New Jersey
$262K
GW
1046
GW & Wade
Massachusetts
$262K +$66.9K +255 +32%
VCM
1047
Vigilant Capital Management
Maine
$262K +$275K +1,050 New
IA
1048
IFP Advisors
Florida
$261K +$4.72K +18 +2%
WTB
1049
Washington Trust Bank
Washington
$260K
SWM
1050
Sendero Wealth Management
Texas
$259K +$272K +1,036 New