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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
726
First Command Bank
Texas
$169K -$13K -100 -7%
FCFS
727
First Command Financial Services
Texas
$169K -$13K -100 -7%
SIC
728
Salem Investment Counselors
North Carolina
$166K – – –
VIA
729
Virtus Investment Advisers
Connecticut
$166K +$159K +1,231 New
EWM
730
Evercore Wealth Management
New York
$165K -$6.48K -50 -4%
PWM
731
Perigon Wealth Management
California
$164K +$110K +853 +232%
GEA
732
Glen Eagle Advisors
New Jersey
$159K -$21.9K -169 -13%
PA
733
Parallel Advisors
California
$150K +$15.5K +120 +12%
IWM
734
IHT Wealth Management
Illinois
$149K -$33.5K -259 -19%
PB
735
Pinnacle Bancorp
Nebraska
$148K +$142K +1,095 New
AF
736
Arrow Financial
New York
$145K – – –
WG
737
Welch Group
Alabama
$143K +$4.66K +36 +4%
AIM
738
Arcadia Investment Management
Michigan
$140K – – –
ZB
739
Zions Bancorporation
Utah
$134K +$6.87K +53 +6%
BCP
740
Blue Chip Partners
Michigan
$122K +$777 +6 +0.7%
OC
741
Oakworth Capital
Alabama
$119K -$10.9K -84 -9%
BC
742
Bartlett & Co
Ohio
$117K – – –
MWM
743
Mascoma Wealth Management
New Hampshire
$117K – – –
GBBWRPM
744
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$116K -$38.9K -300 -26%
CAW
745
Cornerstone Advisors (Washington)
Washington
$116K – – –
VNA
746
Valley National Advisers
Pennsylvania
$116K +$648 +5 +0.6%
SPIA
747
Steward Partners Investment Advisory
New York
$113K +$109K +843 New
NIPH
748
NN Investment Partners Holdings
Netherlands
$110K – – –
GWA
749
Guidant Wealth Advisors
Illinois
$107K – – –
QCG
750
Quadrant Capital Group
Ohio
$106K +$20.5K +158 +23%