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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
301
Advisory Services Network
Georgia
$70K +$66.7K +665 New
EWM
302
Endurance Wealth Management
Rhode Island
$63K – – –
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$52K – – –
HI
304
Harbour Investments
Wisconsin
$50K – – –
HPC
305
HM Payson & Co
Maine
$49K – – –
JWM
306
Janiczek Wealth Management
Colorado
$48K +$8.32K +83 +22%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$44K -$27K -269 -39%
PCG
308
Private Capital Group
Connecticut
$44K -$5.21K -52 -11%
CBT
309
Central Bank & Trust
Kentucky
$44K – – –
GAM
310
Gemmer Asset Management
California
$43K – – –
SWM
311
Spire Wealth Management
Virginia
$42K -$6.11K -61 -13%
OSNBOA
312
Old Second National Bank of Aurora
Illinois
$41K – – –
BWP
313
Baldwin Wealth Partners
Massachusetts
$40K – – –
BWA
314
BDO Wealth Advisors
Florida
$40K – – –
PP
315
Pacifica Partners
Canada
$38K +$1K +10 +3%
JCM
316
Jacobi Capital Management
Pennsylvania
$36K – – –
COCM
317
Charter Oak Capital Management
New Hampshire
$34K -$7.92K -79 -20%
ZB
318
Zions Bancorporation
Utah
$34K +$2.61K +26 +9%
EFSCE
319
Enterprise Financial Services Corp (EFSC)
Missouri
$33K -$2.61K -26 -8%
CBT
320
CoreFirst Bank & Trust
Kansas
$33K – – –
RDWM
321
Red Door Wealth Management
Tennessee
$33K +$32.1K +320 New
WBC
322
West Branch Capital
Massachusetts
$31K +$29.6K +295 New
CFN
323
Cordasco Financial Network
Florida
$30K – – –
SIM
324
Sonora Investment Management
Arizona
$28K +$26.4K +263 New
FF
325
FourThought Financial
Florida
$27K -$7.02K -70 -21%