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Name Holding Trade Value Shares
Change
Change in
Stake
SMC
851
Smith, Moore & Co
Missouri
$217K +$188K +3,784 New
WT
852
Whittier Trust
California
$216K +$1.24K +25 +0.7%
VDI
853
Vaughan David Investments
Illinois
$215K -$64.5K -1,300 -26%
NWMG
854
National Wealth Management Group
Ohio
$215K +$186K +3,743 New
CIC
855
Carnegie Investment Counsel
Ohio
$214K -$44.7K -900 -19%
Capstone Investment Advisors
856
Capstone Investment Advisors
New York
$213K +$130K +2,610 +235%
RFN
857
RDA Financial Network
Iowa
$213K +$184K +3,707 New
JC
858
Jacobs & Co
California
$213K +$185K +3,724 New
MIM
859
MTM Investment Management
South Carolina
$212K +$183K +3,695 New
HA
860
Herold Advisors
New York
$209K +$181K +3,650 New
LC
861
Lindbrook Capital
California
$209K +$12K +242 +7%
IF
862
IRON Financial
Illinois
$209K +$181K +3,640 New
LWM
863
Liberty Wealth Management
California
$208K +$180K +3,630 New
TFS
864
TrustCore Financial Services
Tennessee
$207K +$745 +15 +0.4%
PIM
865
Perpetual Investment Management
Australia
$207K +$179K +3,600 New
EWM
866
Evercore Wealth Management
New York
$207K +$179K +3,614 New
GIA
867
Goodwin Investment Advisory
Georgia
$206K +$149K +2,998 +500%
RWM
868
RBA Wealth Management
California
$205K -$86.2K -1,736 -33%
VCM
869
Violich Capital Management
California
$204K +$176K +3,550 New
JWCA
870
J.W. Cole Advisors
Florida
$204K +$177K +3,563 New
GRP
871
Global Retirement Partners
California
$204K +$196K +3,956 New
KTC
872
Kistler-Tiffany Companies
Pennsylvania
$203K +$41K +825 +30%
NAS
873
Nicolet Advisory Services
Wisconsin
$202K +$162K +3,268 New
DHFB
874
Dixon Hubard Feinour & Brown
Virginia
$202K +$175K +3,518 New
GT
875
Glenview Trust
Kentucky
$202K +$175K +3,524 New