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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
751
Smith Salley Wealth Management
North Carolina
$428K
HR
752
Howe & Rusling
New York
$428K +$412 +7 +0.1%
IP
753
Investment Partners
Ohio
$428K +$59.1K +1,005 +15%
VF
754
Virtu Financial
New York
$421K -$122K -2,079 -22%
SW
755
SkyOak Wealth
Michigan
$421K
RMC
756
Resources Management Corp
Connecticut
$420K
PK
757
Pflug Koory
Nebraska
$419K +$294 +5 +0.1%
BIAS
758
Beacon Investment Advisory Services
New Jersey
$412K -$588 -10 -0.1%
SC
759
Savant Capital
Illinois
$409K -$51.1K -869 -11%
JIP
760
Jaffetilchin Investment Partners
Florida
$409K -$50.1K -852 -10%
PTC
761
Private Trust Company
Ohio
$409K +$85.5K +1,453 +25%
BCM
762
Bienville Capital Management
New York
$408K
SMC
763
Smith, Moore & Co
Missouri
$406K +$29.8K +507 +8%
LNC
764
Lincoln National Corp
Pennsylvania
$406K +$62.4K +1,060 +17%
HH
765
Hilltop Holdings
Texas
$404K +$12.7K +215 +3%
SBIA
766
Sheaff Brock Investment Advisors
Indiana
$401K
PNC
767
Park National Corp
Ohio
$400K +$46.7K +793 +13%
PFS
768
Physicians Financial Services
North Carolina
$398K
WWP
769
WR Wealth Planners
Missouri
$397K +$29.6K +503 +8%
ESCM
770
Echo Street Capital Management
New York
$397K +$416K +7,063 New
FMC
771
First Merchants Corp
Indiana
$396K -$85.3K -1,450 -17%
BPA
772
Beacon Pointe Advisors
California
$396K -$13.5K -230 -3%
EFI
773
EHP Funds Inc
Canada
$396K +$73.6K +1,250 +22%
LWCFA
774
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$394K
SWM
775
SeaCrest Wealth Management
New York
$393K -$118 -2 -0%