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Name Holding Trade Value Shares
Change
Change in
Stake
JPTCCM
526
J.P. Turner & Co Capital Management
Georgia
$251K -$167K -3,214 -38%
SCG
527
Sonata Capital Group
Washington
$249K
Jones Financial Companies
528
Jones Financial Companies
Missouri
$248K -$87.1K -1,674 -25%
TSW
529
Thompson Siegel & Walmsley
Virginia
$248K -$2.08K -40 -0.8%
TCM
530
Texan Capital Management
Texas
$245K +$266K +5,104 New
RBC
531
Ronald Blue & Co
Georgia
$242K -$181K -3,475 -41%
BCM
532
Birmingham Capital Management
Alabama
$242K +$263K +5,044 New
PWP
533
Private Wealth Partners
California
$240K
IT
534
Independence Trust
Tennessee
$239K -$388K -7,457 -60%
LH
535
Lebenthal Holdings
New York
$238K -$19.9K -382 -7%
RIA
536
Regal Investment Advisors
Michigan
$237K +$187K +3,586 +264%
YP
537
Yellowstone Partners
Idaho
$236K -$137K -2,625 -35%
IIA
538
IPG Investment Advisors
California
$235K
CFA
539
Carroll Financial Associates
North Carolina
$235K +$54.1K +1,039 +29%
SNT
540
Security National Trust
West Virginia
$234K +$4.16K +80 +2%
SIC
541
Salem Investment Counselors
North Carolina
$232K
V
542
Veritable
Delaware
$232K +$2.03K +39 +0.8%
WA
543
Wealth Architects
California
$232K +$43.2K +830 +21%
IAA
544
Ironsides Asset Advisors
North Carolina
$230K
QC
545
QCM Cayman
Texas
$230K +$249K +4,775 New
FIM
546
Frontier Investment Management
Texas
$228K +$246K +4,734 New
WKWM
547
Walter & Keenan Wealth Management
Indiana
$227K
HCM
548
Howland Capital Management
Massachusetts
$226K +$19.9K +383 +9%
RW
549
Rand Wealth
Maryland
$225K +$5.47K +105 +2%
CCT
550
Chemung Canal Trust
New York
$223K +$28.1K +539 +13%