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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
301
V Wealth Advisors
Kansas
$20K +$20.5K +1,659 New
FC
302
Ferris Capital
Massachusetts
$18K +$18.4K +1,486 New
WA
303
WFG Advisors
Texas
$16K
MCIA
304
Mountain Capital Investment Advisors
Colorado
$16K +$16.4K +1,327 New
PA
305
Parallel Advisors
California
$16K +$16.4K +1,327 New
RFA
306
Reilly Financial Advisors
California
$16K +$16.4K +1,327 New
EWM
307
Evercore Wealth Management
New York
$14K
FPFS
308
First Personal Financial Services
North Carolina
$12K +$11.6K +938 New
ASN
309
Advisory Services Network
Georgia
$10K
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$10K
FWM
311
Focused Wealth Management
New York
$10K
BGIM
312
Brandywine Global Investment Management
Pennsylvania
$8K
HT
313
Heritage Trust
Oklahoma
$8K
WT
314
Whittier Trust
California
$8K
MWM
315
MinichMacGregor Wealth Management
New York
$8K +$8.13K +657 New
NFG
316
Next Financial Group
Texas
$7K
DVM
317
Dreman Value Management
Florida
$6K +$6.33K +511 New
CG
318
Cutler Group
California
$6K +$6.57K +531 New
BWM
319
Baystate Wealth Management
Massachusetts
$5K
CHC
320
City Holding Co
West Virginia
$5K
DOA
321
D'Orazio & Associates
Virginia
$5K
HR
322
Howe & Rusling
New York
$4K +$347 +28 +9%
BL
323
Balentine LLC
Georgia
$3K
CB
324
Community Bank
New York
$3K
PFBT
325
Parkside Financial Bank & Trust
Missouri
$3K