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Name Holding Trade Value Shares
Change
Change in
Stake
VCA
701
Verdence Capital Advisors
Maryland
$386K +$441K +2,233 New
Wilbanks Smith & Thomas Asset Management
702
Wilbanks Smith & Thomas Asset Management
Virginia
$381K +$47.6K +241 +12%
RW
703
REDW Wealth
New Mexico
$380K – – –
BB
704
Bell Bank
North Dakota
$379K +$2.17K +11 +0.5%
SCA
705
Snowden Capital Advisors
New York
$373K -$6.71K -34 -2%
CT
706
Chicago Trust
Illinois
$370K – – –
Pinnacle Associates
707
Pinnacle Associates
New York
$369K -$101K -511 -19%
RMCM
708
Reynders McVeigh Capital Management
Massachusetts
$366K – – –
ZF
709
Zhang Financial
Michigan
$364K – – –
ORI
710
Oak Ridge Investments
Illinois
$359K -$35.9K -182 -8%
VWM
711
Venturi Wealth Management
Texas
$358K +$18.4K +93 +5%
PCS
712
Personal CFO Solutions
New Jersey
$358K +$219K +1,111 +116%
NFG
713
Next Financial Group
Texas
$357K +$242K +1,226 +146%
Evercore Wealth Management
714
Evercore Wealth Management
New York
$354K -$109K -553 -21%
PBO
715
Peoples Bank (Ohio)
Ohio
$351K – – –
JWCA
716
J.W. Coons Advisors
Ohio
$349K +$399K +2,020 New
Ashton Thomas Private Wealth
717
Ashton Thomas Private Wealth
Arizona
$347K +$71.2K +361 +22%
Westwood Holdings Group
718
Westwood Holdings Group
Texas
$347K – – –
OEP
719
Ocean Endowment Partners
Illinois
$346K -$355K -1,800 -47%
VWM
720
Vigilare Wealth Management
Arizona
$346K -$39.5K -200 -9%
GIM
721
Goelzer Investment Management
Indiana
$346K -$8.29K -42 -2%
Sequoia Financial Advisors
722
Sequoia Financial Advisors
Ohio
$343K -$5.13K -26 -1%
Kovitz Investment Group Partners
723
Kovitz Investment Group Partners
Illinois
$343K +$391K +1,981 New
LOAMS
724
Lombard Odier Asset Management (Switzerland)
Switzerland
$342K – – –
Williams Jones Wealth Management
725
Williams Jones Wealth Management
New York
$341K -$19.7K -100 -5%