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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
676
Poehling Capital Management
Wisconsin
$58K +$55.1K +400 New
PG
677
Patten Group
Tennessee
$56K – – –
LNB
678
Ledyard National Bank
$55K +$689 +5 +1%
DG
679
Delek Group
Israel
$54K +$51.3K +372 New
SFFS
680
Stonehage Fleming Financial Services
Jersey
$52K -$48.9K -355 -50%
BL
681
Balentine LLC
Georgia
$52K – – –
Loomis, Sayles & Company
682
Loomis, Sayles & Company
Massachusetts
$51K +$48.1K +349 New
RFS
683
Rockefeller Financial Services
New York
$50K -$82.7K -600 -63%
IWM
684
IHT Wealth Management
Illinois
$50K +$138 +1 +0.3%
AIM
685
Arcadia Investment Management
Michigan
$48K – – –
WAP
686
Wealthcare Advisory Partners
Pennsylvania
$47K +$34.5K +250 +338%
CHP
687
Cable Hill Partners
Oregon
$46K -$7.72K -56 -15%
CCMW
688
Cypress Capital Management (Wyoming)
Wyoming
$46K +$43.4K +315 New
WCM
689
Whitener Capital Management
North Carolina
$45K +$43K +312 New
CTB
690
Country Trust Bank
Illinois
$44K – – –
FGC
691
Financial Gravity Companies
Texas
$44K +$41.6K +302 New
CB
692
Community Bank
New York
$42K +$27.8K +202 +230%
LFA
693
Legacy Financial Advisors
Kentucky
$42K +$40.4K +293 New
LWM
694
Lenox Wealth Management
Ohio
$41K -$1.38K -10 -3%
TIM
695
Tortoise Investment Management
New York
$41K +$28.8K +209 +299%
GI
696
Gradient Investments
Minnesota
$40K +$37.9K +275 New
CAW
697
Cornerstone Advisors (Washington)
Washington
$37K – – –
RIA
698
RPG Investment Advisory
California
$37K – – –
CAC
699
Certified Advisory Corp
Florida
$36K +$34.2K +248 New
GFP
700
Gryphon Financial Partners
Ohio
$36K +$34.6K +251 New