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Name Holding Trade Value Shares
Change
Change in
Stake
VAM
1426
Verity Asset Management
North Carolina
$713K -$902K -29,332 -57%
SBSB
1427
Sullivan, Bruyette, Speros & Blaney
Virginia
$712K +$26.7K +868 +4%
ITIM
1428
Indiana Trust & Investment Management
Indiana
$701K – – –
TPWA
1429
TRUE Private Wealth Advisors
Oregon
$701K +$124K +4,036 +21%
AAM
1430
AR Asset Management
California
$688K – – –
BSB
1431
Bangor Savings Bank
Maine
$686K +$17.9K +583 +3%
FPCP
1432
Fort Point Capital Partners
California
$681K +$119K +3,866 +22%
OC
1433
Oakworth Capital
Alabama
$677K +$76.4K +2,484 +13%
EGA
1434
E&G Advisors
Texas
$672K -$406K -13,200 -38%
YP
1435
Yellowstone Partners
Idaho
$670K +$48K +1,559 +8%
FCCM
1436
First City Capital Management
Georgia
$668K – – –
PAM
1437
Premier Asset Management
Illinois
$667K – – –
CWP
1438
Capital Wealth Planning
Florida
$664K +$644K +20,935 New
TBA
1439
Tower Bridge Advisors
Pennsylvania
$663K -$36.9K -1,200 -5%
CPC
1440
Cookson Peirce & Co
Pennsylvania
$662K +$642K +20,880 New
WP
1441
WealthPLAN Partners
Nebraska
$657K -$44.1K -1,435 -6%
PCA
1442
Peddock Capital Advisors
Massachusetts
$657K +$62 +2 +0%
NCM
1443
Neumann Capital Management
California
$642K -$83K -2,700 -12%
BST
1444
Bath Savings Trust
Maine
$636K +$16.6K +540 +3%
DT
1445
Diversified Trust
Tennessee
$633K -$3.49M -113,359 -85%
MC
1446
Maverick Capital
Texas
$623K -$52.3K -1,700 -8%
BW
1447
Bison Wealth
Georgia
$619K +$22.4K +729 +4%
BCAM
1448
Boston Common Asset Management
Massachusetts
$618K +$33.2K +1,080 +6%
TC
1449
Telemus Capital
Michigan
$617K +$6.03K +196 +1%
IAMOG
1450
Investors Asset Management of Georgia
Georgia
$617K +$42.3K +1,375 +8%