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Name Holding Trade Value Shares
Change
Change in
Stake
APSP
751
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K – – –
TFO
752
Tarbox Family Office
California
$13K – – –
TCM
753
Tradewinds Capital Management
Washington
$13K – – –
IP
754
Isthmus Partners
Wisconsin
$11K +$10.9K +90 New
DAM
755
Delta Asset Management
Tennessee
$10K – – –
DSN
756
D. Scott Neal
Kentucky
$10K – – –
WTC
757
WhitTier Trust Company
Nevada
$10K – – –
IWC
758
Integrated Wealth Counsel
California
$9K +$8.98K +74 New
MFW
759
Mosaic Family Wealth
Missouri
$8K -$2.19K -18 -23%
WT
760
Washington Trust
Rhode Island
$8K +$7.77K +64 New
ECM
761
Estabrook Capital Management
New York
$7.82K +$7.4K +61 New
FPFS
762
First Personal Financial Services
North Carolina
$7K – – –
TC
763
Trust Company
Kansas
$7K – – –
KF
764
Krilogy Financial
Missouri
$7K +$121 +1 +2%
AIS
765
Accurate Investment Solutions
Pennsylvania
$6K – – –
CIM
766
Contravisory Investment Management
Massachusetts
$4K – – –
WOC
767
West Oak Capital
California
$3.46K +$3.28K +27 New
PMFA
768
Plante Moran Financial Advisors
Michigan
$3K – – –
RFA
769
Reilly Financial Advisors
California
$3K – – –
PRS
770
Pinkerton Retirement Specialists
Idaho
$2K -$364 -3 -18%
DPA
771
Delphi Private Advisors
California
$2K -$243 -2 -13%
HCM
772
Herndon Capital Management
Georgia
$2K – – –
WTB
773
Washington Trust Bank
Washington
$2K +$1.7K +14 New
RWM
774
Raffa Wealth Management
District of Columbia
$769 – – –
PIA
775
Piedmont Investment Advisors
North Carolina
$256 – – –