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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
726
Tradewinds Capital Management
Washington
$18K +$67 +2 +0.3%
CAW
727
Cornerstone Advisors (Washington)
Washington
$17K -$2.16K -65 -10%
SAM
728
Solaris Asset Management
New York
$17K +$19.1K +575 New
TF
729
Tompkins Financial
New York
$16K -$377K -11,325 -95%
PIM
730
Parasol Investment Management
Illinois
$15K – – –
BL
731
Balentine LLC
Georgia
$14K – – –
APSP
732
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K – – –
RWM
733
Raffa Wealth Management
District of Columbia
$12.5K – – –
KLWA
734
Kelly Lawrence W & Associates
California
$12K – – –
Carson Wealth (CWM LLC)
735
Carson Wealth (CWM LLC)
Nebraska
$12K +$432 +13 +3%
WIC
736
Woodmont Investment Counsel
Tennessee
$11K +$12.2K +367 New
PCP
737
Proficio Capital Partners
Massachusetts
$9K -$333 -10 -3%
GBBWRPM
738
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K – – –
WT
739
Whittier Trust
California
$9K – – –
TDC
740
Thompson Davis & Co
Virginia
$8K +$33 +1 +0.4%
GAM
741
Gemmer Asset Management
California
$8K +$166 +5 +2%
TFO
742
Tarbox Family Office
California
$8K +$5.89K +177 +186%
VCM
743
Vigilant Capital Management
Maine
$8K +$9.44K +284 New
OSAM
744
O'Shaughnessy Asset Management
Connecticut
$7K -$3.89M -117,111 -100%
CA
745
CapWealth Advisors
Tennessee
$7K – – –
TWA
746
TCI Wealth Advisors
Arizona
$7K +$499 +15 +7%
PFBT
747
Parkside Financial Bank & Trust
Missouri
$7K +$964 +29 +15%
SSB
748
Sandy Spring Bank
Maryland
$6K – – –
DIA
749
Davidson Investment Advisors
Montana
$6K +$7.48K +225 New
TCOV
750
Trust Company of Vermont
Vermont
$5K -$35.1K -1,056 -87%