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Name Holding Trade Value Shares
Change
Change in
Stake
FGC
676
Financial Gravity Companies
Texas
$288K +$302K +12,933 New
TCOV
677
Trust Company of Vermont
Vermont
$286K
CAN
678
Claraphi Advisory Network
United States
$285K +$325K +13,953 New
PP
679
PagnatoKarp Partners
Virginia
$284K -$2.03K -87 -0.6%
AIC
680
Ameritas Investment Company
Nebraska
$284K +$324K +13,894 New
AAM
681
Auxier Asset Management
Oregon
$283K -$15.7K -672 -5%
AW
682
Alpha Windward
Massachusetts
$281K -$22.1K -949 -6%
CS
683
Comerica Securities
Michigan
$281K +$6.46K +277 +2%
TIA
684
Tiemann Investment Advisors
California
$281K +$40.8K +1,750 +15%
ST
685
Spinnaker Trust
Maine
$279K -$2.68K -115 -0.8%
S
686
SignatureFD
Georgia
$278K -$14.7K -631 -4%
PAS
687
Park Avenue Securities
New York
$278K -$3.5K -150 -1%
LDB
688
Lee, Danner & Bass
Tennessee
$278K +$37.4K +1,605 +13%
PWPS
689
Pinnacle Wealth Planning Services
Ohio
$272K -$16.1K -689 -5%
EA
690
Elm Advisors
California
$272K -$5.25K -225 -2%
ECM
691
Evergreen Capital Management
Washington
$272K +$7.35K +315 +2%
HIC
692
Holderness Investments Company
North Carolina
$272K +$9.33K +400 +3%
SSW
693
Smith Shellnut Wilson
Mississippi
$271K
BOTW
694
Bank of the West
California
$270K +$308K +13,201 New
CL
695
CPWM LLC
Washington
$267K +$16.7K +714 +6%
IAA
696
Independent Advisor Alliance
North Carolina
$267K +$60.9K +2,609 +25%
GH
697
GAM Holding
Switzerland
$266K -$2.06M -88,274 -87%
TCPWM
698
Traverso Chambers Private Wealth Management
California
$266K +$303K +13,005 New
VFA
699
Valeo Financial Advisors
Indiana
$264K -$32.4K -1,389 -10%
ARMT
700
Amica Retiree Medical Trust
Rhode Island
$263K