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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
226
Peak Asset Management
Colorado
$64K +$5.14K +925 +9%
ECM
227
Evergreen Capital Management
Washington
$63K +$63.1K +11,371 New
WPC
228
White Pine Capital
Minnesota
$62K
MWPCG
229
Measured Wealth Private Client Group
New Hampshire
$57K -$178 -32 -0.3%
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$57K
RCM
231
Riverhead Capital Management
Delaware
$57K
SGCA
232
Steel Grove Capital Advisors
Tennessee
$57K
CNBT
233
Canandaigua National Bank & Trust
New York
$56K
EA
234
Evanston Advisors
Illinois
$56K
FCB
235
First Command Bank
Texas
$53K
FCFS
236
First Command Financial Services
Texas
$53K
SWM
237
SeaCrest Wealth Management
New York
$48K -$5.86K -1,056 -11%
LA
238
Legacy Advisors
Pennsylvania
$46K +$772 +139 +2%
PMFA
239
Plante Moran Financial Advisors
Michigan
$44K
ONST
240
Old North State Trust
North Carolina
$42K +$42K +7,558 New
PCP
241
Proficio Capital Partners
Massachusetts
$39K -$2.17K -391 -5%
PCM
242
Penserra Capital Management
California
$39K +$39.1K +7,046 New
VFA
243
Valeo Financial Advisors
Indiana
$37K -$666 -120 -2%
First Manhattan
244
First Manhattan
New York
$34K
THWM
245
Taylor Hoffman Wealth Management
Virginia
$31K
SWP
246
Stratos Wealth Partners
Ohio
$31K +$31K +5,577 New
HNB
247
Huntington National Bank
Ohio
$29K +$2K +361 +7%
GWM
248
Geneos Wealth Management
Colorado
$29K +$8.33K +1,500 +40%
SF
249
Synovus Financial
Georgia
$26K +$5.55K +1,000 +29%
WAM
250
Wealthspire Advisors (Maryland)
Maryland
$25K +$4.84K +872 +25%