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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1026
Armbruster Capital Management
New York
$82K
TWA
1027
TCI Wealth Advisors
Arizona
$82K +$143 +2 +0.2%
AF
1028
Allworth Financial
California
$82K +$26.9K +376 +46%
FPB
1029
First PREMIER Bank
South Dakota
$80K +$21.5K +300 +35%
PFO
1030
Pathstone Family Office
New Jersey
$79K
PFSC
1031
Peoples Financial Services Corp
Pennsylvania
$77K +$5.38K +75 +7%
CLOS
1032
Compagnie Lombard Odier SCmA
Switzerland
$76K +$29.4K +410 +59%
CCM
1033
Cribstone Capital Management
Maine
$71K
RFA
1034
Reilly Financial Advisors
California
$69K -$1.79K -25 -2%
SA
1035
SRH Advisors
Kansas
$69K
TF
1036
Tompkins Financial
New York
$63K -$15.5K -216 -19%
AAC
1037
Asset Advisors Corp
Georgia
$62K +$64.8K +904 New
BBPWM
1038
Blue Bell Private Wealth Management
Pennsylvania
$55K
CGT
1039
Capital Guardian Trust
California
$53K
AIM
1040
Advantage Investment Management
Iowa
$53K +$14.5K +202 +36%
JCM
1041
Jacobi Capital Management
Pennsylvania
$53K +$43K +600 +347%
HIIFS
1042
Harel Insurance Investments & Financial Services
Israel
$51K -$28.7K -400 -35%
AC
1043
Alexandria Capital
Virginia
$51K +$143 +2 +0.3%
EWM
1044
Edge Wealth Management
New York
$47K -$717 -10 -1%
FANJ
1045
Financial Architects (New Jersey)
New Jersey
$45K -$8.89K -124 -16%
KA
1046
Klingman & Associates
New York
$45K
TCM
1047
Tradewinds Capital Management
Washington
$43K +$31.7K +442 +243%
FFC
1048
First Financial Corp
Indiana
$42K -$26.5K -370 -38%
PMFA
1049
Plante Moran Financial Advisors
Michigan
$42K -$5.73K -80 -12%
FAM
1050
Fred Alger Management
New York
$41K -$4.87K -68 -10%