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Name Holding Trade Value Shares
Change
Change in
Stake
WTC
301
WhitTier Trust Company
Nevada
$26K – – –
HIM
302
Hillsdale Investment Management
Ontario, Canada
$23K – – –
VWA
303
V Wealth Advisors
Kansas
$20K +$20.5K +1,659 New
FC
304
Ferris Capital
Massachusetts
$18K +$18.4K +1,486 New
WA
305
WFG Advisors
Texas
$16K – – –
MCIA
306
Mountain Capital Investment Advisors
Colorado
$16K +$16.4K +1,327 New
PA
307
Parallel Advisors
California
$16K +$16.4K +1,327 New
RFA
308
Reilly Financial Advisors
California
$16K +$16.4K +1,327 New
EWM
309
Evercore Wealth Management
New York
$14K – – –
FPFS
310
First Personal Financial Services
North Carolina
$12K +$11.6K +938 New
ASN
311
Advisory Services Network
Georgia
$10K – – –
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
FWM
313
Focused Wealth Management
New York
$10K – – –
BGIM
314
Brandywine Global Investment Management
Pennsylvania
$8K – – –
HT
315
Heritage Trust
Oklahoma
$8K – – –
WT
316
Whittier Trust
California
$8K – – –
MWM
317
MinichMacGregor Wealth Management
New York
$8K +$8.13K +657 New
NFG
318
Next Financial Group
Texas
$7K – – –
DVM
319
Dreman Value Management
Florida
$6K +$6.33K +511 New
CG
320
Cutler Group
California
$6K +$6.57K +531 New
BWM
321
Baystate Wealth Management
Massachusetts
$5K – – –
CHC
322
City Holding Co
West Virginia
$5K – – –
DOA
323
D'Orazio & Associates
Virginia
$5K – – –
HR
324
Howe & Rusling
New York
$4K +$347 +28 +9%
BL
325
Balentine LLC
Georgia
$3K – – –