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Name Holding Trade Value Shares
Change
Change in
Stake
DY
601
Dowling & Yahnke
California
$4.25M -$210K -1,505 -5%
RCYC
602
Richard C. Young & Co
Rhode Island
$4.24M +$9.34K +67 +0.2%
SCA
603
Snowden Capital Advisors
New York
$4.21M -$907K -6,504 -17%
WCF
604
West Coast Financial
California
$4.2M -$183K -1,314 -4%
KFP
605
Keystone Financial Planning
Ohio
$4.19M +$4.38M +31,399 New
WC
606
Woodstock Corp
Massachusetts
$4.19M -$51K -366 -1%
FWCM
607
Ferguson Wellman Capital Management
Oregon
$4.19M -$380K -2,727 -8%
CM
608
Columbus Macro
Pennsylvania
$4.17M -$51.7K -371 -1%
FIM
609
Freedom Investment Management
Connecticut
$4.13M +$1.06M +7,631 +33%
BE
610
Bonness Enterprises
District of Columbia
$4.12M
CCM
611
Catawba Capital Management
Virginia
$4.12M -$136K -975 -3%
ST
612
Sentinel Trust
Texas
$4.11M -$182K -1,303 -4%
NCM
613
Novare Capital Management
North Carolina
$4.1M +$113K +812 +3%
CAN
614
Cetera Advisor Networks
California
$4.07M -$279K -2,003 -6%
EWM
615
Evercore Wealth Management
New York
$4.05M +$709K +5,087 +20%
SSWM
616
Smith Salley Wealth Management
North Carolina
$4.04M +$49.4K +354 +1%
GFPC
617
Global Financial Private Capital
Florida
$4.02M +$369K +2,648 +10%
FCBT
618
First Citizens Bank & Trust
North Carolina
$4M +$1.53M +10,957 +58%
VST
619
Van Strum & Towne
California
$3.98M -$33.6K -241 -0.8%
LFAS
620
Level Four Advisory Services
Texas
$3.98M +$709K +5,085 +21%
CCM
621
Covington Capital Management
California
$3.98M -$210K -1,507 -5%
CB
622
Cadence Bank
Mississippi
$3.97M +$982K +7,043 +31%
SCM
623
Shelton Capital Management
Colorado
$3.95M -$218K -1,563 -5%
CAM
624
Columbia Asset Management
Michigan
$3.95M -$36.4K -261 -0.9%
PLFAM
625
Pineno Levin & Ford Asset Management
Virginia
$3.94M -$37.9K -272 -0.9%