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Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
226
Point View Wealth Management
New Jersey
$203K +$201K +1,753 New
SSWM
227
Smith Salley Wealth Management
North Carolina
$202K +$199K +1,738 New
CTC
228
Central Trust Company
Missouri
$188K +$66.4K +580 +56%
AOWM
229
Alpha Omega Wealth Management
Virginia
$180K
AAM
230
Advisors Asset Management
Colorado
$178K -$180K -1,576 -51%
WEC
231
Winslow Evans & Crocker
Massachusetts
$166K +$35.9K +314 +28%
CCM
232
Cribstone Capital Management
Maine
$156K -$1.51M -13,208 -91%
WP
233
WealthPLAN Partners
Nebraska
$152K -$219K -1,913 -59%
JCM
234
Jacobi Capital Management
Pennsylvania
$136K -$31.4K -274 -19%
Manulife (Manufacturers Life Insurance)
235
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$131K +$102K +893 +380%
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$126K +$122K +1,068 +6,282%
PG
237
Patten Group
Tennessee
$119K -$7.44K -65 -6%
NFG
238
Next Financial Group
Texas
$115K -$118K -1,032 -51%
ZB
239
Zions Bancorporation
Utah
$103K +$24.5K +214 +31%
CFG
240
Citizens Financial Group
Rhode Island
$98K +$2.29K +20 +2%
GWM
241
Geneos Wealth Management
Colorado
$97K +$11.4K +100 +13%
PCP
242
Proficio Capital Partners
Massachusetts
$88K
DIA
243
Davidson Investment Advisors
Montana
$80K
H
244
Hexavest
Quebec, Canada
$80K
EFSCE
245
Enterprise Financial Services Corp (EFSC)
Missouri
$80K +$13.4K +117 +21%
LIA
246
LS Investment Advisors
Michigan
$79K
PWM
247
Perigon Wealth Management
California
$75K +$74.2K +648 New
MWP
248
MYCIO Wealth Partners
Pennsylvania
$74K
BFEC
249
Benjamin F. Edwards & Company
Missouri
$70K +$28.6K +250 +71%
MRCM
250
M&R Capital Management
New Jersey
$69K