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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
726
Virtue Capital Management
Tennessee
$117K +$118K +5,547 New
GLI
727
Guardian Life Insurance
New York
$114K +$34.1K +1,605 +42%
PWPS
728
Pinnacle Wealth Planning Services
Ohio
$111K +$112K +5,281 New
SSB
729
Sandy Spring Bank
Maryland
$110K +$90.7K +4,266 +440%
Carson Wealth (CWM LLC)
730
Carson Wealth (CWM LLC)
Nebraska
$108K -$19K -894 -15%
BTIS
731
BB&T Investment Services
North Carolina
$108K +$51.9K +2,441 +94%
ADL
732
Asset Dedication LLC
California
$105K +$29.8K +1,403 +39%
RFS
733
Rockefeller Financial Services
New York
$102K
EWM
734
Evercore Wealth Management
New York
$101K -$42.5K -2,000 -29%
DSC
735
Duncker Streett & Co
Missouri
$101K
APA
736
American Portfolios Advisors
New York
$101K +$102K +4,793 New
FCB
737
First Command Bank
Texas
$100K +$10.4K +490 +11%
FCFS
738
First Command Financial Services
Texas
$100K +$10.4K +490 +11%
AP
739
Advisors Preferred
Maryland
$100K +$93.4K +4,393 +1,153%
SIC
740
Salem Investment Counselors
North Carolina
$99K
CAPTRUST Financial Advisors
741
CAPTRUST Financial Advisors
North Carolina
$95K +$95.8K +4,504 New
CCM
742
Covington Capital Management
California
$91K -$17K -800 -16%
CAM
743
Close Asset Management
United Kingdom
$89K
WOC
744
West Oak Capital
California
$88.2K -$1.3K -61 -1%
LFA
745
Legacy Financial Advisors
Kentucky
$88K +$90.1K +4,236 New
CAW
746
Cornerstone Advisors (Washington)
Washington
$87K
CHC
747
City Holding Co
West Virginia
$87K +$2.68K +126 +3%
AIS
748
AlphaOne Investment Services
Pennsylvania
$87K +$41K +1,928 +86%
TWA
749
TCI Wealth Advisors
Arizona
$84K
CCM
750
Cribstone Capital Management
Maine
$79K