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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Evercore Wealth Management
New York
$48K -$1.85K -16 -4%
TWA
502
TCI Wealth Advisors
Arizona
$48K -$923 -8 -2%
SIC
503
Salem Investment Counselors
North Carolina
$47K
PCP
504
Proficio Capital Partners
Massachusetts
$44K +$26.7K +231 +208%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$40K -$11.3K -98 -23%
BTIS
506
BB&T Investment Services
North Carolina
$40K +$40.4K +350 New
WTC
507
WhitTier Trust Company
Nevada
$39K
HR
508
Howe & Rusling
New York
$38K -$2.08K -18 -5%
HCC
509
Hirtle Callaghan & Co
Pennsylvania
$38K
OFS
510
Orrstown Financial Services
Pennsylvania
$37K -$5.19K -45 -13%
ST
511
Smithfield Trust
Pennsylvania
$36K +$16.7K +145 +91%
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$33K -$115 -1 -0.4%
GAM
513
Gemmer Asset Management
California
$32K
EWM
514
Endurance Wealth Management
Rhode Island
$27K
CLOS
515
Compagnie Lombard Odier SCmA
Switzerland
$24K -$104K -900 -82%
OC
516
Oakworth Capital
Alabama
$20K -$16.2K -140 -45%
CHP
517
Cable Hill Partners
Oregon
$19K -$692 -6 -4%
TDC
518
Thompson Davis & Co
Virginia
$17K
ASN
519
Advisory Services Network
Georgia
$16K +$15.1K +131 New
JFGIW
520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K -$1.39K -12 -9%
MWM
521
Mascoma Wealth Management
New Hampshire
$12K
SWA
522
Sutton Wealth Advisors
Florida
$9.02K
CTC
523
Central Trust Company
Missouri
$9K
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
RFA
525
Reilly Financial Advisors
California
$8K