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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
301
Jacobi Capital Management
Pennsylvania
$41K +$39.4K +570 New
RFWA
302
RPg Family Wealth Advisory
Massachusetts
$38.4K +$14.9K +215 +67%
ZB
303
Zions Bancorporation
Utah
$37K -$21.1K -305 -37%
NSIM
304
North Star Investment Management
Illinois
$37K
TJHA
305
Thomas J. Herzfeld Advisors
Florida
$32K
CFN
306
Cordasco Financial Network
Florida
$31K
LIA
307
LS Investment Advisors
Michigan
$31K
AIM
308
Arcadia Investment Management
Michigan
$30K
SWA
309
Sutton Wealth Advisors
Florida
$28.8K
HNB
310
Huntington National Bank
Ohio
$25K -$156K -2,248 -87%
AIM
311
Advantage Investment Management
Iowa
$24K
CFA
312
Carroll Financial Associates
North Carolina
$23K
VIA
313
Vantage Investment Advisors
Pennsylvania
$23K
AF
314
Allworth Financial
California
$23K +$14.3K +207 +188%
TA
315
Teachers Advisors
New York
$22K
CAL
316
Capital Advisors Ltd
Ohio
$21K
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$20K
WRM
318
Westport Resources Management
Connecticut
$20K +$19.2K +277 New
CFS
319
Commonwealth Financial Services
West Virginia
$20K +$19.7K +285 New
LNB
320
Ledyard National Bank
$19K
JWA
321
JFS Wealth Advisors
Pennsylvania
$19K +$7.89K +114 +76%
HR
322
Howe & Rusling
New York
$18K -$21.4K -309 -55%
EFSCE
323
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
PWM
324
Perigon Wealth Management
California
$17K
ASN
325
Advisory Services Network
Georgia
$17K +$14.3K +207 +900%