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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
451
Sandy Spring Bank
Maryland
$9K – – –
GWS
452
Glassman Wealth Services
Virginia
$9K +$482 +5 +5%
ZB
453
Zions Bancorporation
Utah
$9K +$1.16K +12 +14%
FMII
454
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
WTC
455
WhitTier Trust Company
Nevada
$8K – – –
EARNEST Partners
456
EARNEST Partners
Georgia
$7K – – –
RA
457
Rational Advisors
New York
$7K +$5.59K +58 +290%
IA
458
IFP Advisors
Florida
$6K -$193 -2 -3%
BFC
459
Bedel Financial Consulting
Indiana
$5K – – –
LWA
460
Lenox Wealth Advisors
New York
$5K – – –
KTC
461
Kistler-Tiffany Companies
Pennsylvania
$4K -$17K -176 -78%
VFA
462
Valeo Financial Advisors
Indiana
$4K -$3.67K -38 -43%
BAM
463
Barrett Asset Management
New York
$4K – – –
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
SIC
465
Salem Investment Counselors
North Carolina
$4K – – –
FHC
466
First Horizon Corporation
Tennessee
$4K +$4.34K +45 New
CTC
467
Central Trust Company
Missouri
$4K +$4.53K +47 New
DOA
468
D'Orazio & Associates
Virginia
$4K +$4.82K +50 New
APA
469
American Portfolios Advisors
New York
$3.41K -$1.35K -14 -27%
SWA
470
Sutton Wealth Advisors
Florida
$3.41K -$1.06K -11 -22%
M
471
MOTCO
Texas
$3K – – –
JCM
472
Jacobi Capital Management
Pennsylvania
$3K +$2.12K +22 +129%
PFS
473
Prospera Financial Services
Texas
$3K +$3.76K +39 New
RWM
474
Raffa Wealth Management
District of Columbia
$2.42K – – –
BWM
475
Baystate Wealth Management
Massachusetts
$2K – – –