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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
701
First Command Bank
Texas
$163K +$160K +1,355 New
FCFS
702
First Command Financial Services
Texas
$163K +$160K +1,355 New
GEA
703
Glen Eagle Advisors
New Jersey
$162K +$159K +1,348 New
WAS
704
Winch Advisory Services
Wisconsin
$159K -$44K -373 -22%
EWM
705
Evercore Wealth Management
New York
$154K -$78.9K -669 -34%
JCM
706
Jacobi Capital Management
Pennsylvania
$152K +$472 +4 +0.3%
SIC
707
Salem Investment Counselors
North Carolina
$147K +$50.1K +425 +53%
GBBWRPM
708
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$140K +$35.4K +300 +35%
GS
709
GAM Systematic
United Kingdom
$139K -$648K -5,496 -83%
ICM
710
IMS Capital Management
Oregon
$139K +$137K +1,159 New
AF
711
Arrow Financial
New York
$129K
AIM
712
Arcadia Investment Management
Michigan
$125K -$23.6K -200 -16%
EDRH
713
Edmond de Rothschild Holding
Switzerland
$125K +$18.9K +160 +18%
WG
714
Welch Group
Alabama
$123K +$8.02K +68 +7%
PA
715
Parallel Advisors
California
$123K +$121K +1,027 New
MBT
716
Monroe Bank & Trust
Michigan
$120K +$118K +1,000 New
ZB
717
Zions Bancorporation
Utah
$113K -$98.2K -833 -47%
OC
718
Oakworth Capital
Alabama
$112K +$73.7K +625 +181%
BCP
719
Blue Chip Partners
Michigan
$108K +$590 +5 +0.6%
BC
720
Bartlett & Co
Ohio
$104K
MWM
721
Mascoma Wealth Management
New Hampshire
$104K +$102K +866 New
VNA
722
Valley National Advisers
Pennsylvania
$103K +$708 +6 +0.7%
CAW
723
Cornerstone Advisors (Washington)
Washington
$103K +$41K +348 +68%
JIC
724
Joel Isaacson & Co
New York
$102K
QAM
725
QCI Asset Management
New York
$100K