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Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
1226
Cedar Brook Financial Partners
Ohio
$684K +$6.44K +49 +1%
IWC
1227
Integrated Wealth Concepts
Massachusetts
$684K +$98.8K +752 +17%
KTC
1228
Kistler-Tiffany Companies
Pennsylvania
$682K
LMAM
1229
Legg Mason Asset Management
Japan
$682K +$46.8K +356 +7%
CB
1230
CNB Bank
Pennsylvania
$681K -$39.3K -299 -5%
CCT
1231
Chemung Canal Trust
New York
$681K -$25.6K -195 -4%
LA
1232
Lau Associates
Delaware
$680K -$525 -4 -0.1%
EFSCE
1233
Enterprise Financial Services Corp (EFSC)
Missouri
$679K -$215K -1,637 -24%
FFA
1234
First Foundation Advisors
California
$678K +$13.8K +105 +2%
DWM
1235
Destination Wealth Management
California
$676K -$41K -312 -6%
SFI
1236
SPC Financial Inc
Maryland
$675K +$61.7K +470 +10%
TCOT
1237
Trust Company of Toledo
Ohio
$674K -$263 -2 -0%
FFN
1238
Focus Financial Network
Minnesota
$672K -$11.3K -86 -2%
VCM
1239
Vigilant Capital Management
Maine
$672K -$3.28K -25 -0.5%
WC
1240
Whitney & Co
New York
$671K -$69.1K -526 -9%
KFS
1241
Kurt F. Somerville
$670K -$3.42K -26 -0.5%
CWM
1242
Cornerstone Wealth Management
Missouri
$670K +$46.6K +355 +8%
KMWM
1243
Keudell/Morrison Wealth Management
Oregon
$667K
BCP
1244
Berkeley Capital Partners
Georgia
$666K -$50.8K -387 -7%
FCB
1245
First Command Bank
Texas
$666K -$24.8K -189 -4%
FCFS
1246
First Command Financial Services
Texas
$666K -$24.8K -189 -4%
ANRIA
1247
American National Registered Investment Advisor
Texas
$665K
DAM
1248
Doheny Asset Management
California
$665K
GBT
1249
Grove Bank & Trust
Florida
$665K
KWM
1250
Kingsview Wealth Management
Oregon
$665K +$160K +1,221 +32%