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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
401
OneDigital Investment Advisors
Kansas
$9K
VCM
402
Versant Capital Management
Arizona
$8K -$1.8K -13 -19%
EARNEST Partners
403
EARNEST Partners
Georgia
$8K
FNC
404
First National Corp
Massachusetts
$8K
HNB
405
Huntington National Bank
Ohio
$8K
SMFS
406
Squar Milner Financial Services
California
$8K +$7.36K +53 New
FCA
407
FinTrust Capital Advisors
South Carolina
$7K
SWM
408
SeaCrest Wealth Management
New York
$7K
LWA
409
Lenox Wealth Advisors
New York
$7K +$5.97K +43 New
PFO
410
Pathstone Family Office
New Jersey
$7K +$6.38K +46 New
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$6K +$278 +2 +5%
CI
412
CX Institutional
Indiana
$6K +$2.5K +18 +78%
NWA
413
New World Advisors
Massachusetts
$6K +$5.69K +41 New
MNBTD
414
Moody National Bank Trust Division
Texas
$5K -$7.08K -51 -61%
PFBT
415
Parkside Financial Bank & Trust
Missouri
$5K -$5.41K -39 -54%
CHC
416
City Holding Co
West Virginia
$5K
GRP
417
Global Retirement Partners
California
$5K
NCM
418
Nelson Capital Management
California
$5K +$4.58K +33 New
KPW
419
Kore Private Wealth
New York
$4K
ECM
420
Estabrook Capital Management
New York
$3.94K
HI
421
Hudock Inc
Pennsylvania
$3K
TFO
422
Tarbox Family Office
California
$3K
DWM
423
Destination Wealth Management
California
$3K +$2.64K +19 New
LFA
424
Legacy Financial Advisors
Kentucky
$3K +$2.78K +20 New
AF
425
Allworth Financial
California
$3K +$3.19K +23 New