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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
526
Versant Capital Management
Arizona
$54K – – –
CGI
527
CI Global Investments
California
$54K +$53.5K +390 New
PA
528
Parallel Advisors
California
$48K +$1.65K +12 +4%
BTIS
529
BB&T Investment Services
North Carolina
$47K +$41K +299 +636%
WAM
530
Wealthspire Advisors (Maryland)
Maryland
$46K -$1.1K -8 -2%
SPIA
531
Steward Partners Investment Advisory
New York
$46K +$5.08K +37 +12%
IIC
532
Integrated Investment Consultants
Michigan
$45K – – –
TSW
533
Thompson Siegel & Walmsley
Virginia
$45K +$45K +328 New
GEA
534
Glen Eagle Advisors
New Jersey
$44.8K +$137 +1 +0.3%
PWM
535
Perigon Wealth Management
California
$44K – – –
AIL
536
AGF Investments LLC
Ontario, Canada
$44K +$8.78K +64 +25%
LWA
537
Lenox Wealth Advisors
New York
$40K +$39.7K +289 New
RI
538
Redwood Investments
Massachusetts
$38K -$47.5K -346 -56%
GLI
539
Guardian Life Insurance
New York
$37K -$25.9K -189 -41%
SNT
540
Security National Trust
West Virginia
$37K -$2.06K -15 -5%
IWM
541
IHT Wealth Management
Illinois
$36K – – –
GWS
542
Glassman Wealth Services
Virginia
$34K – – –
PA
543
Perennial Advisors
New York
$34K – – –
LNB
544
Ledyard National Bank
$32K – – –
PMFA
545
Plante Moran Financial Advisors
Michigan
$32K – – –
PFBT
546
Parkside Financial Bank & Trust
Missouri
$31K +$3.57K +26 +13%
FCB
547
First Command Bank
Texas
$27K – – –
FCFS
548
First Command Financial Services
Texas
$27K – – –
MCM
549
Manchester Capital Management
Vermont
$27K – – –
CHP
550
Cable Hill Partners
Oregon
$26K +$20.3K +148 +370%