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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
751
Perigon Wealth Management
California
$11K -$10.6K -66 -50%
PMFA
752
Plante Moran Financial Advisors
Michigan
$9K -$6.75K -42 -44%
ZB
753
Zions Bancorporation
Utah
$9K -$2.09K -13 -20%
FMTCOCP
754
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8.37K – – –
ADL
755
Asset Dedication LLC
California
$8K – – –
AWM
756
Avior Wealth Management
Nebraska
$8K – – –
MCM
757
MV Capital Management
Maryland
$8K – – –
OFW
758
Omnia Family Wealth
Florida
$8K – – –
Loomis, Sayles & Company
759
Loomis, Sayles & Company
Massachusetts
$8K +$7.39K +46 New
SFSIG
760
San Francisco Sentry Investment Group
California
$8K +$7.39K +46 New
GAM
761
Guinness Asset Management
United Kingdom
$7K – – –
QAM
762
QCI Asset Management
New York
$7K – – –
DVM
763
Dreman Value Management
Florida
$7K +$6.27K +39 New
AIM
764
Advantage Investment Management
Iowa
$6K – – –
HCM
765
Herndon Capital Management
Georgia
$6K – – –
MFW
766
Mosaic Family Wealth
Missouri
$6K – – –
OC
767
Oakworth Capital
Alabama
$6K – – –
AIL
768
AGF Investments LLC
Ontario, Canada
$6K +$5.3K +33 New
OIA
769
OneDigital Investment Advisors
Kansas
$6K +$5.46K +34 New
WAM
770
Watermark Asset Management
California
$3K – – –
WA
771
WealthTrust-Arizona
Arizona
$3K – – –
Carson Wealth (CWM LLC)
772
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.89K +18 New
TDC
773
Thompson Davis & Co
Virginia
$2K -$241K -1,497 -99%
SIC
774
Salem Investment Counselors
North Carolina
$2K -$221K -1,373 -99%
GWS
775
Glassman Wealth Services
Virginia
$1K – – –