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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
926
EP Wealth Advisors
California
$578K +$37.4K +284 +7%
Jones Financial Companies
927
Jones Financial Companies
Missouri
$577K -$92.7K -704 -14%
VNA
928
VNBTrust National Association
Virginia
$577K
EWM
929
Elite Wealth Management
Washington
$572K -$125K -950 -18%
ZCI
930
Zevenbergen Capital Investments
Washington
$569K +$132K +1,005 +30%
SRSA
931
S.R. Schill & Associates
Washington
$566K -$65.9K -500 -10%
PL
932
Perpetual Ltd
Australia
$563K -$402K -3,055 -42%
FANJ
933
Financial Architects (New Jersey)
New Jersey
$561K +$136K +1,029 +32%
WCM
934
Windsor Capital Management
Arizona
$559K +$36.5K +277 +7%
FMW
935
Farr Miller & Washington
District of Columbia
$555K -$17.4K -132 -3%
RC
936
Roundview Capital
New Jersey
$553K +$20.3K +154 +4%
GIA
937
Guyasuta Investment Advisors
Pennsylvania
$550K
HEIP
938
Hudson Edge Investment Partners
New Jersey
$550K
MMPW
939
Mitchell McLeod Pugh & Williams
Alabama
$544K -$6.72K -51 -1%
FBFS
940
First Business Financial Services
Wisconsin
$541K
OWD
941
Osborn Williams & Donohoe
Ohio
$540K
LCM
942
Logan Capital Management
Pennsylvania
$530K -$19.8K -150 -4%
SCP
943
Sandhill Capital Partners
New York
$527K -$16.1K -122 -3%
AF
944
Allworth Financial
California
$526K +$14.5K +110 +3%
MPI
945
Mairs & Power Inc
Minnesota
$526K +$238K +1,810 +83%
EWM
946
Empirical Wealth Management
Washington
$517K +$292K +2,218 +130%
CHC
947
City Holding Co
West Virginia
$514K +$102K +775 +25%
EHC
948
Everett Harris & Co
California
$509K -$4.61K -35 -0.9%
HAG
949
HighPoint Advisor Group
Illinois
$508K -$78.9K -599 -15%
BTW
950
Boston Trust Walden
Massachusetts
$507K -$13.2K -100 -3%