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Name Holding Trade Value Shares
Change
Change in
Stake
PSC
1026
Prentiss Smith & Co
Vermont
$46K – – –
ST
1027
Smithfield Trust
Pennsylvania
$46K +$8.01K +553 +21%
PIM
1028
Parasol Investment Management
Illinois
$44K – – –
GBBWRPM
1029
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$44K +$44.8K +3,094 New
EDRE
1030
Edmond de Rothschild (Europe)
Luxembourg
$40K -$97.7K -6,750 -71%
WIC
1031
Woodmont Investment Counsel
Tennessee
$39K -$14.5K -1,000 -26%
TC
1032
Trust Company
Kansas
$38K -$21.7K -1,500 -36%
LWM
1033
Lenox Wealth Management
Ohio
$35K – – –
WOC
1034
West Oak Capital
California
$34.5K – – –
AC
1035
Alexandria Capital
Virginia
$34K -$10.1K -698 -23%
SIM
1036
Sonora Investment Management
Arizona
$33K +$2.35K +162 +7%
DOA
1037
D'Orazio & Associates
Virginia
$32K – – –
DAM
1038
Delta Asset Management
Tennessee
$31K -$4.82K -333 -13%
HPBT
1039
High Point Bank & Trust
North Carolina
$31K – – –
Carson Wealth (CWM LLC)
1040
Carson Wealth (CWM LLC)
Nebraska
$30K -$2.78K -192 -8%
JFA
1041
JNBA Financial Advisors
Minnesota
$30K – – –
LWA
1042
Lowe Wealth Advisors
Maryland
$28K +$14.5K +1,000 +100%
BCM
1043
Blume Capital Management
California
$27K – – –
HFM
1044
Hartford Financial Management
Connecticut
$25K +$8.4K +580 +48%
MA
1045
MCF Advisors
Kentucky
$24K -$1.97K -136 -7%
DSC
1046
Duncker Streett & Co
Missouri
$23K -$28.1K -1,942 -55%
FPFS
1047
First Personal Financial Services
North Carolina
$23K – – –
KM
1048
Kalos Management
Georgia
$22K – – –
JIM
1049
Jupiter Investment Management
United Kingdom
$22K +$22.7K +1,569 New
WAS
1050
Winch Advisory Services
Wisconsin
$21K -$8.91K -615 -30%