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Name Holding Trade Value Shares
Change
Change in
Stake
LBC
601
Lowe Brockenbrough & Co
Virginia
$256K -$33.1K -600 -11%
CG
602
Cutler Group
California
$255K +$259K +4,688 New
AB
603
Atlas Brown
Kentucky
$254K – – –
IP
604
Investment Partners
Ohio
$254K +$938 +17 +0.4%
PFC
605
Poplar Forest Capital
California
$253K -$125K -2,267 -33%
CBT
606
CoreFirst Bank & Trust
Kansas
$253K – – –
IP
607
Ignite Planners
California
$252K -$234K -4,230 -48%
RSWM
608
Robertson Stephens Wealth Management
California
$252K +$254K +4,600 New
WE
609
Wealth Effects
Massachusetts
$250K +$254K +4,600 New
SNB
610
Security National Bank
Nebraska
$249K +$9.88K +179 +4%
CC
611
Cadinha & Co
Hawaii
$245K – – –
MMPW
612
Mitchell McLeod Pugh & Williams
Alabama
$243K – – –
PA
613
Parallel Advisors
California
$243K +$50.4K +913 +26%
HSA
614
HBK Sorce Advisory
Pennsylvania
$241K -$773 -14 -0.3%
MA
615
Montag & Associates
Georgia
$239K +$39.8K +721 +20%
EGM
616
Engineers Gate Manager
New York
$239K +$243K +4,398 New
WP
617
WealthSource Partners
California
$236K -$131K -2,368 -35%
FFA
618
Founders Financial Alliance
North Carolina
$236K -$71.3K -1,291 -23%
SGA
619
Strategic Global Advisors
California
$235K -$400K -7,243 -63%
KOC
620
Koss-Olinger Consulting
Florida
$234K -$84.8K -1,536 -26%
PG
621
Patten Group
Tennessee
$234K +$13.2K +240 +6%
WSC
622
Wellington Shields & Co
New York
$232K -$97.2K -1,760 -29%
SCM
623
Stordahl Capital Management
Colorado
$232K – – –
TCA
624
Transcend Capital Advisors
New Jersey
$231K -$23.6K -428 -9%
HWM
625
Hemington Wealth Management
Virginia
$231K – – –