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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
726
Parasol Investment Management
Illinois
$15K
BL
727
Balentine LLC
Georgia
$14K
APSP
728
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K
RWM
729
Raffa Wealth Management
District of Columbia
$12.5K
KLWA
730
Kelly Lawrence W & Associates
California
$12K
Carson Wealth (CWM LLC)
731
Carson Wealth (CWM LLC)
Nebraska
$12K +$432 +13 +3%
WIC
732
Woodmont Investment Counsel
Tennessee
$11K +$12.2K +367 New
VOYA Investment Management
733
VOYA Investment Management
Georgia
$10.8K -$46.3K -1,391 -0.4%
PCP
734
Proficio Capital Partners
Massachusetts
$9K -$333 -10 -3%
GBBWRPM
735
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K
WT
736
Whittier Trust
California
$9K
TDC
737
Thompson Davis & Co
Virginia
$8K +$33 +1 +0.4%
GAM
738
Gemmer Asset Management
California
$8K +$166 +5 +2%
TFO
739
Tarbox Family Office
California
$8K +$5.89K +177 +186%
VCM
740
Vigilant Capital Management
Maine
$8K +$9.44K +284 New
OSAM
741
O'Shaughnessy Asset Management
Connecticut
$7K -$3.89M -117,111 -100%
CA
742
CapWealth Advisors
Tennessee
$7K
TWA
743
TCI Wealth Advisors
Arizona
$7K +$499 +15 +7%
PFBT
744
Parkside Financial Bank & Trust
Missouri
$7K +$964 +29 +15%
SSB
745
Sandy Spring Bank
Maryland
$6K
DIA
746
Davidson Investment Advisors
Montana
$6K +$7.48K +225 New
TCOV
747
Trust Company of Vermont
Vermont
$5K -$35.1K -1,056 -87%
AW
748
Alpha Windward
Massachusetts
$5K
LWA
749
Lenox Wealth Advisors
New York
$5K
LAM
750
Lebenthal Asset Management
New York
$5K +$5.55K +167 New