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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
701
Destination Wealth Management
California
$194K +$2.12K +33 +1%
IA
702
IndexIQ Advisors
New York
$190K +$175K +2,719 New
WC
703
Whitney & Co
New York
$189K +$123K +1,909 +241%
TCM
704
Tradewinds Capital Management
Washington
$179K – – –
CCM
705
Cribstone Capital Management
Maine
$177K +$47.3K +735 +41%
AIM
706
Anchor Investment Management
South Carolina
$173K – – –
RCAG
707
Rehmann Capital Advisory Group
Michigan
$171K +$106K +1,643 +206%
AIA
708
Arcadia Investment Advisors
Idaho
$170K +$157K +2,433 New
FWM
709
Focused Wealth Management
New York
$159K – – –
EFSCE
710
Enterprise Financial Services Corp (EFSC)
Missouri
$150K +$3.22K +50 +2%
HCM
711
Highlander Capital Management
New Jersey
$144K – – –
GFP
712
Gryphon Financial Partners
Ohio
$143K +$3.09K +48 +2%
WT
713
Washington Trust
Rhode Island
$140K +$129K +2,000 New
AOWM
714
Alpha Omega Wealth Management
Virginia
$139K – – –
EWM
715
Endurance Wealth Management
Rhode Island
$138K – – –
MCA
716
Mercer Capital Advisers
New Jersey
$138K – – –
RWA
717
Ropes Wealth Advisors
Massachusetts
$138K – – –
TC
718
Trust Company
Kansas
$138K – – –
KC
719
KHP Capital
Oklahoma
$138K +$19.3K +300 +18%
HFM
720
Hartford Financial Management
Connecticut
$134K -$9.66K -150 -7%
VFA
721
Valeo Financial Advisors
Indiana
$128K +$5.99K +93 +5%
HCM
722
Hilton Capital Management
New York
$124K +$114K +1,776 New
PCG
723
Private Capital Group
Connecticut
$123K -$27.7K -431 -20%
BWM
724
BerganKDV Wealth Management
Minnesota
$117K +$108K +1,679 New
AWM
725
Avondale Wealth Management
Texas
$116K – – –