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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
701
Glassman Wealth Services
Virginia
$41K +$9.84K +424 +31%
CC
702
Commons Capital
Massachusetts
$41K +$41K +1,765 New
EWM
703
Evermay Wealth Management
Virginia
$40K -$1.67K -72 -4%
CTC
704
Central Trust Company
Missouri
$39K – – –
VCM
705
Versant Capital Management
Arizona
$38K – – –
WT
706
Whittier Trust
California
$38K – – –
ZIG
707
Zullo Investment Group
Pennsylvania
$38K +$38K +1,637 New
PFBT
708
Parkside Financial Bank & Trust
Missouri
$37K +$1.3K +56 +4%
CFO
709
CVA Family Office
Colorado
$36K +$35.7K +1,540 New
EWM
710
Endurance Wealth Management
Rhode Island
$35K – – –
LWA
711
Lenox Wealth Advisors
New York
$35K – – –
LAS
712
Lloyd Advisory Services
Georgia
$35K +$2.71K +117 +9%
SAM
713
Strategic Asset Management
Minnesota
$33K +$6.01K +259 +22%
CAL
714
Capital Advisors Ltd
Ohio
$32K +$627 +27 +2%
CG
715
Cutler Group
California
$30K -$47K -2,024 -61%
Jones Financial Companies
716
Jones Financial Companies
Missouri
$30K – – –
SCM
717
Silvant Capital Management
Georgia
$30K – – –
SC
718
SouthState Corp
Florida
$29K -$3.94K -170 -12%
KPCM
719
Kings Point Capital Management
New York
$29K – – –
FHA
720
First Horizon Advisors
Tennessee
$29K +$23 +1 +0.1%
KTC
721
Kistler-Tiffany Companies
Pennsylvania
$29K +$46 +2 +0.2%
FMII
722
Farmers & Merchants Investments Inc
Nebraska
$29K +$16.9K +729 +142%
TWA
723
TCI Wealth Advisors
Arizona
$28K – – –
Loomis, Sayles & Company
724
Loomis, Sayles & Company
Massachusetts
$27K -$3.37K -145 -11%
ME
725
McIlrath & Eck
Washington
$26K – – –