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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
501
OneDigital Investment Advisors
Kansas
$95K +$60.8K +2,101 +170%
PWM
502
Perigon Wealth Management
California
$88K -$204K -7,045 -69%
PCP
503
Proficio Capital Partners
Massachusetts
$82K -$5.56K -192 -6%
HCM
504
Highlander Capital Management
New Jersey
$82K – – –
FIB
505
First Interstate Bank
Montana
$80K – – –
RWG
506
Regal Wealth Group
California
$78K +$1.19K +41 +2%
VIA
507
Vantage Investment Advisors
Pennsylvania
$77K – – –
LIA
508
LS Investment Advisors
Michigan
$74K – – –
EFSCE
509
Enterprise Financial Services Corp (EFSC)
Missouri
$69K -$6.31K -218 -8%
TCIM
510
TIAA CREF Investment Management
New York
$67K -$1.45M -50,200 -96%
GEA
511
Glen Eagle Advisors
New Jersey
$66.8K -$2.89K -100 -4%
NFG
512
Next Financial Group
Texas
$65K -$7.99K -276 -11%
ST
513
Smithfield Trust
Pennsylvania
$62K +$3.24K +112 +5%
WAM
514
Watermark Asset Management
California
$61K – – –
JGIA
515
Jackson Grant Investment Advisers
Connecticut
$61K +$62.1K +2,147 New
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$59K +$55.5K +1,917 +1,221%
PG
517
Patten Group
Tennessee
$59K – – –
RFM
518
Royal Fund Management
Florida
$55K +$5.58K +193 +11%
MRCM
519
M&R Capital Management
New Jersey
$54K – – –
AWM
520
AllSquare Wealth Management
New York
$53K – – –
KTC
521
Kistler-Tiffany Companies
Pennsylvania
$52K -$5.47K -189 -9%
NSB
522
Norway Savings Bank
Maine
$48K -$5.79K -200 -11%
IWM
523
IHT Wealth Management
Illinois
$47K -$22.1K -763 -31%
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$47K -$13.5K -468 -22%
CPA
525
Cowen Prime Advisors
New York
$47K – – –
19 20
21
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