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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
651
CAPTRUST Financial Advisors
North Carolina
$33K +$9.07K +544 +35%
NFH
652
NEXT Financial Holdings
Texas
$33K +$35K +2,100 New
CBT
653
Capital Bank & Trust
California
$32K -$7.75K -465 -18%
IBOK
654
Independence Bank of Kentucky
Kentucky
$32K
WF
655
WealthTrust Fairport
Ohio
$32K
ACM
656
AUA Capital Management
Pennsylvania
$31K
GRP
657
Global Retirement Partners
California
$31K +$11.2K +669 +51%
HR
658
Howe & Rusling
New York
$30K -$23K -1,381 -42%
FQ
659
First Quadrant
California
$30K
SIAS
660
Shine Investment Advisory Services
Colorado
$30K
VCM
661
Versant Capital Management
Arizona
$30K
BBNA
662
Bremer Bank National Association
Minnesota
$29K +$27.5K +1,649 New
SSB
663
Sandy Spring Bank
Maryland
$28K
TF
664
Tompkins Financial
New York
$28K
BAM
665
Bruderman Asset Management
New York
$27K
GSWM
666
Golden State Wealth Management
California
$27K +$28.9K +1,731 New
FCB
667
First Command Bank
Texas
$26K -$5.14K -308 -16%
FCFS
668
First Command Financial Services
Texas
$26K -$5.14K -308 -16%
FC
669
Ferris Capital
Massachusetts
$26K
BBHC
670
Brown Brothers Harriman & Co
New York
$25K -$156K -9,369 -85%
SCM
671
Silvant Capital Management
Georgia
$25K +$26.3K +1,575 New
AOWM
672
Alpha Omega Wealth Management
Virginia
$25K +$26.8K +1,605 New
AIC
673
Archer Investment Corporation
Indiana
$24K
CJA
674
C-J Advisory
California
$24K
VNA
675
Valley National Advisers
Pennsylvania
$24K