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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1351
Prospera Financial Services
Texas
$670K -$63.4K -378 -9%
ST
1352
Sabal Trust
Florida
$669K -$118K -706 -15%
LWM
1353
LBA Wealth Management
Florida
$669K -$47.8K -285 -7%
BCM
1354
Boltwood Capital Management
California
$667K -$17.6K -105 -3%
FHC
1355
First Heartland Consultants
Missouri
$666K +$48.6K +290 +8%
B
1356
Bridgeworth
Alabama
$663K -$56K -334 -8%
JMFC
1357
J.M. Forbes & Co
Massachusetts
$663K
MFBTD
1358
MB Financial Bank - Trust Department
Illinois
$662K -$22K -131 -3%
CIAS
1359
Capital Investment Advisory Services
North Carolina
$657K +$29K +173 +5%
WEC
1360
Winslow Evans & Crocker
Massachusetts
$657K +$83.5K +498 +14%
BOS
1361
Bank of Stockton
California
$656K
GHAM
1362
Gilman Hill Asset Management
Connecticut
$656K +$2.52K +15 +0.4%
OAM
1363
Occidental Asset Management
California
$656K +$40.9K +244 +7%
ODCM
1364
Old Dominion Capital Management
Virginia
$654K +$658K +3,926 New
BFA
1365
Beaumont Financial Advisors
Massachusetts
$653K +$87.7K +523 +15%
NFP
1366
Narus Financial Partners
Utah
$647K +$6.04K +36 +0.9%
BW
1367
Bison Wealth
Georgia
$647K +$65.6K +391 +11%
FMT
1368
First Mercantile Trust
Tennessee
$644K
IB
1369
Intrust Bank
Kansas
$642K +$838 +5 +0.1%
OMC
1370
Overbrook Management Corp
New York
$642K +$197K +1,172 +44%
SAA
1371
Southeast Asset Advisors
Georgia
$640K
VWM
1372
Venturi Wealth Management
Texas
$640K +$660K +3,939 New
CL
1373
CPWM LLC
Washington
$638K -$127K -759 -17%
TCOT
1374
Trust Company of Toledo
Ohio
$636K -$57K -340 -8%
SCP
1375
Sandhill Capital Partners
New York
$635K -$159K -949 -20%