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Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
601
Amica Retiree Medical Trust
Rhode Island
$84K – – –
PFS
602
Physicians Financial Services
North Carolina
$82K – – –
GWM
603
Geneos Wealth Management
Colorado
$68K +$19.1K +162 +39%
LNB
604
Ledyard National Bank
$62K – – –
WT
605
Whittier Trust
California
$60K – – –
NFG
606
Next Financial Group
Texas
$56K +$13.7K +116 +32%
KF
607
Krilogy Financial
Missouri
$55K +$6.13K +52 +13%
APSP
608
Asset Planning Services (Pennsylvania)
Pennsylvania
$53K – – –
GLI
609
Guardian Life Insurance
New York
$52K – – –
HCM
610
Herndon Capital Management
Georgia
$44K -$322K -2,735 -88%
SIM
611
Sonora Investment Management
Arizona
$43.6K +$41.1K +349 +1,745%
FNBT
612
FineMark National Bank & Trust
Florida
$41K -$2K -17 -5%
BAM
613
Brave Asset Management
New Jersey
$41K – – –
Carson Wealth (CWM LLC)
614
Carson Wealth (CWM LLC)
Nebraska
$38K +$8.01K +68 +27%
FCM
615
Frontier Capital Management
Massachusetts
$37K -$9.31K -79 -20%
BL
616
Balentine LLC
Georgia
$37K – – –
PMFA
617
Plante Moran Financial Advisors
Michigan
$35K +$17.4K +148 +101%
LWCFA
618
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K – – –
CGT
619
Capital Guardian Trust
California
$33K – – –
SF
620
Synovus Financial
Georgia
$31K – – –
S
621
SignatureFD
Georgia
$30K +$11.5K +98 +62%
CAW
622
Cornerstone Advisors (Washington)
Washington
$30K +$20.1K +171 +214%
JFA
623
JNBA Financial Advisors
Minnesota
$30K +$30.3K +257 New
PSC
624
Prentiss Smith & Co
Vermont
$27K – – –
VCM
625
Versant Capital Management
Arizona
$23K -$589 -5 -2%