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Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
301
Old Second National Bank of Aurora
Illinois
$11K – – –
WAP
302
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
WEC
303
Winslow Evans & Crocker
Massachusetts
$10K -$3.18K -340 -23%
CFB
304
Cullen/Frost Bankers
Texas
$10K +$10.8K +1,150 New
BCI
305
Brinker Capital Investments
Pennsylvania
$10K +$10.9K +1,165 New
AF
306
Allworth Financial
California
$9K – – –
FRA
307
Front Row Advisors
California
$9K +$2.29K +245 +30%
DAM
308
Delta Asset Management
Tennessee
$8K – – –
PB
309
Pinnacle Bancorp
Nebraska
$8K – – –
FCA
310
FinTrust Capital Advisors
South Carolina
$8K +$234 +25 +3%
PMFA
311
Plante Moran Financial Advisors
Michigan
$8K +$234 +25 +3%
ATC
312
Adirondack Trust Company
New York
$8K +$1.17K +125 +19%
Capital Research Global Investors
313
Capital Research Global Investors
California
$8K +$1.59K +170 +22%
BHWM
314
Bay Harbor Wealth Management
Maryland
$8K +$2.9K +310 +53%
PCMK
315
Paragon Capital Management (Kansas)
Kansas
$8K +$9.36K +1,000 New
GWM
316
Geneos Wealth Management
Colorado
$7K -$35.1K -3,750 -82%
HNB
317
Huntington National Bank
Ohio
$7K -$47 -5 -0.6%
W
318
WealthStone
Ohio
$7K +$7.35K +785 New
OWA
319
One Wealth Advisors
California
$7K +$7.77K +830 New
BCA
320
Berman Capital Advisors
Georgia
$6K -$1.31K -140 -16%
First Manhattan
321
First Manhattan
New York
$6K – – –
FPFS
322
First Personal Financial Services
North Carolina
$6K – – –
GWS
323
Glassman Wealth Services
Virginia
$6K – – –
IAS
324
IMA Advisory Services
Colorado
$6K – – –
NSIM
325
North Star Investment Management
Illinois
$6K – – –