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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1051
Covington Capital Management
California
$49K
SSB
1052
Sandy Spring Bank
Maryland
$49K
WC
1053
Whitney & Co
New York
$49K +$8.26K +24 +19%
FANJ
1054
Financial Architects (New Jersey)
New Jersey
$47K
GWS
1055
Glassman Wealth Services
Virginia
$46K
IBOK
1056
Independence Bank of Kentucky
Kentucky
$46K
WWM
1057
Willingdon Wealth Management
North Carolina
$46K
Carson Wealth (CWM LLC)
1058
Carson Wealth (CWM LLC)
Nebraska
$46K +$6.54K +19 +17%
MWPCG
1059
Measured Wealth Private Client Group
New Hampshire
$46K +$45.4K +132 New
WPA
1060
West Paces Advisors
Georgia
$45.9K
BWA
1061
BDO Wealth Advisors
Florida
$45K -$218K -632 -83%
1IA
1062
1834 Investment Advisors
Wisconsin
$44K
First Manhattan
1063
First Manhattan
New York
$42K
HFM
1064
Hartford Financial Management
Connecticut
$41K
HI
1065
Hudock Inc
Pennsylvania
$40K
TFS
1066
TrustCore Financial Services
Tennessee
$40K
DAM
1067
Delta Asset Management
Tennessee
$39K
TFO
1068
Tarbox Family Office
California
$39K
HR
1069
Howe & Rusling
New York
$38K +$2.41K +7 +7%
ICM
1070
IMS Capital Management
Oregon
$38K +$37.2K +108 New
AF
1071
Allworth Financial
California
$37K -$4.82K -14 -12%
BAM
1072
Barrett Asset Management
New York
$37K
EARNEST Partners
1073
EARNEST Partners
Georgia
$36K
FMB
1074
Field & Main Bank
Kentucky
$35K
FWM
1075
Focused Wealth Management
New York
$35K