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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
751
Delta Asset Management
Tennessee
$10K
DSN
752
D. Scott Neal
Kentucky
$10K
WTC
753
WhitTier Trust Company
Nevada
$10K
IWC
754
Integrated Wealth Counsel
California
$9K +$8.98K +74 New
MFW
755
Mosaic Family Wealth
Missouri
$8K -$2.19K -18 -23%
WT
756
Washington Trust
Rhode Island
$8K +$7.77K +64 New
ECM
757
Estabrook Capital Management
New York
$7.82K +$7.4K +61 New
FPFS
758
First Personal Financial Services
North Carolina
$7K
TC
759
Trust Company
Kansas
$7K
KF
760
Krilogy Financial
Missouri
$7K +$121 +1 +2%
AIS
761
Accurate Investment Solutions
Pennsylvania
$6K
CIM
762
Contravisory Investment Management
Massachusetts
$4K
WOC
763
West Oak Capital
California
$3.46K +$3.28K +27 New
PMFA
764
Plante Moran Financial Advisors
Michigan
$3K
RFA
765
Reilly Financial Advisors
California
$3K
PRS
766
Pinkerton Retirement Specialists
Idaho
$2K -$364 -3 -18%
DPA
767
Delphi Private Advisors
California
$2K -$243 -2 -13%
HCM
768
Herndon Capital Management
Georgia
$2K
WTB
769
Washington Trust Bank
Washington
$2K +$1.7K +14 New
RWM
770
Raffa Wealth Management
District of Columbia
$769
SBL
771
Sargent Bickham Lagudis
Colorado
$686 -$74K -610 -10%
LCS
772
Levin Capital Strategies
New York
$525
SIC
773
Salem Investment Counselors
North Carolina
$513 +$48.5K +400 New
PIA
774
Piedmont Investment Advisors
North Carolina
$256
VNIM
775
Vaughan Nelson Investment Management
Texas
-$14.5M -128,925 Closed