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Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
1001
Western Pacific Wealth Management
Illinois
$86K +$22.5K +457 +44%
FPFS
1002
First Personal Financial Services
North Carolina
$85.7K
GWM
1003
Geneos Wealth Management
Colorado
$83K -$8.47K -172 -11%
CT
1004
Colonial Trust
South Carolina
$80K
MWM
1005
Mascoma Wealth Management
New Hampshire
$79.9K
BHWM
1006
Bay Harbor Wealth Management
Maryland
$78.5K -$1.87K -38 -3%
OA
1007
Operose Advisors
Wisconsin
$78K +$54.2K +1,100 +415%
PTC
1008
Private Trust Company
Ohio
$76.7K +$542 +11 +0.8%
SS
1009
Sunbelt Securities
Texas
$74.5K
CAL
1010
Capital Advisors Ltd
Ohio
$74K +$689 +14 +1%
CFS
1011
CGC Financial Services
Oregon
$73.9K
AssetMark Inc
1012
AssetMark Inc
California
$70.4K -$32.8K -666 -35%
HNB
1013
Hilltop National Bank
Wyoming
$69.7K +$60.1K +1,220 New
PFA
1014
Pathway Financial Advisers
Indiana
$69.1K +$98 +2 +0.2%
BCMLT
1015
Beacon Capital Management LLC (Tennessee)
Tennessee
$68.8K -$1.23K -25 -2%
QL
1016
Quarry LP
New York
$67.5K +$55.1K +1,118 +1,775%
BIA
1017
Bell Investment Advisors
California
$67.2K -$90.5K -1,837 -61%
Loomis, Sayles & Company
1018
Loomis, Sayles & Company
Massachusetts
$67K -$32.1K -652 -36%
MSG
1019
Main Street Group
Virginia
$66K +$16.3K +331 +40%
DAM
1020
Delta Asset Management
Tennessee
$65.2K -$30.8K -626 -35%
CHC
1021
City Holding Co
West Virginia
$64.2K
PP
1022
PrairieView Partners
Minnesota
$64K
CSB
1023
City State Bank
Iowa
$64K +$40.2K +816 +272%
CBT
1024
CoreFirst Bank & Trust
Kansas
$63.9K
WFA
1025
West Financial Advisors
Iowa
$63.5K