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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
926
Tarbox Family Office
California
$75K +$5.6K +29 +9%
NC
927
NewSquare Capital
Pennsylvania
$74K – – –
WPA
928
West Paces Advisors
Georgia
$70.6K – – –
HB
929
Horizon Bancorp
Indiana
$70K – – –
OIA
930
Optimum Investment Advisors
Illinois
$70K – – –
SIAS
931
Shine Investment Advisory Services
Colorado
$69K +$22.4K +116 +56%
TAIM
932
TD Ameritrade Investment Management
Nebraska
$68K -$9.08K -47 -13%
CHC
933
City Holding Co
West Virginia
$68K – – –
TPWA
934
TRUE Private Wealth Advisors
Oregon
$68K – – –
CBT
935
Central Bank & Trust
Kentucky
$64K – – –
KPCM
936
Kings Point Capital Management
New York
$64K – – –
CAM
937
CenterStar Asset Management
Illinois
$60K – – –
PFGIA
938
Patriot Financial Group Insurance Agency
Massachusetts
$60K +$2.51K +13 +5%
NSB
939
Norway Savings Bank
Maine
$59K – – –
AF
940
Arrow Financial
New York
$58K – – –
EARNEST Partners
941
EARNEST Partners
Georgia
$55K – – –
OSNBOA
942
Old Second National Bank of Aurora
Illinois
$53K – – –
FMP
943
Financial Management Professionals
Texas
$53K +$48.7K +252 New
CB
944
Community Bank
New York
$52K – – –
PA
945
Procyon Advisors
Connecticut
$52K +$14.7K +76 +45%
FHA
946
Flagship Harbor Advisors
Massachusetts
$51K +$3.67K +19 +9%
LC
947
Lindbrook Capital
California
$51K +$6.37K +33 +16%
LWM
948
Lenox Wealth Management
Ohio
$50K +$1.93K +10 +4%
PO
949
Private Ocean
California
$48K – – –
RWM
950
Raffa Wealth Management
District of Columbia
$43.5K +$966 +5 +3%