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Name Holding Trade Value Shares
Change
Change in
Stake
TNB
926
Thomasville National Bank
Georgia
$338K – – –
CPA
927
Capital Planning Advisors
California
$338K +$312K +1,810 New
PCS
928
Personal CFO Solutions
New Jersey
$338K +$7.75K +45 +3%
LIM
929
Loudon Investment Management
New Hampshire
$338K -$21K -122 -6%
WT
930
Washington Trust
Rhode Island
$336K +$8.61K +50 +3%
PWA
931
Phoenix Wealth Advisors
North Carolina
$335K -$6.88K -40 -2%
BFG
932
Berger Financial Group
Minnesota
$335K +$1.21K +7 +0.4%
ISB
933
Iowa State Bank
Iowa
$330K -$41.1K -239 -12%
RP
934
Riverwater Partners
Wisconsin
$330K – – –
DTC
935
Davidson Trust Company
Washington
$329K +$303K +1,760 New
T
936
TRUADVICE
Florida
$328K -$23.8K -138 -7%
AAP
937
Arax Advisory Partners
Colorado
$328K -$18.4K -107 -6%
LL
938
LWMG LLC
Minnesota
$328K +$861 +5 +0.3%
H
939
HoyleCohen
California
$326K – – –
NP
940
NorthRock Partners
Minnesota
$323K +$31.2K +181 +12%
AF
941
Allworth Financial
California
$323K -$508K -2,949 -63%
PTC
942
Private Trust Company
Ohio
$322K +$2.24K +13 +0.8%
FFA
943
First Foundation Advisors
California
$319K +$10.2K +59 +4%
WSFS
944
Wilmington Savings Fund Society
Delaware
$319K +$42K +244 +17%
PCOC
945
Power Corp of Canada
Canada
$319K – – –
YC
946
Yarbrough Capital
Tennessee
$315K – – –
LRIC
947
Long Road Investment Counsel
Michigan
$314K – – –
ICM
948
IMS Capital Management
Oregon
$314K -$2.93K -17 -1%
VWM
949
Venturi Wealth Management
Texas
$311K -$56.3K -327 -16%
EWM
950
Empirical Wealth Management
Washington
$306K -$245K -1,422 -46%