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Name Holding Trade Value Shares
Change
Change in
Stake
CAW
826
Cornerstone Advisors (Washington)
Washington
$656K +$4.72K +130 +0.7%
AWS
827
AJ Wealth Strategies
New York
$655K +$672K +18,520 New
HTC
828
Haverford Trust Company
Pennsylvania
$654K -$26.5K -730 -4%
PCM
829
Pointe Capital Management
Michigan
$652K -$21.8K -600 -3%
SCM
830
Sterling Capital Management
North Carolina
$647K +$10.9K +300 +2%
SYBT
831
Stock Yards Bank & Trust
Kentucky
$645K -$5.08K -140 -0.8%
VIA
832
Vantage Investment Advisors
Pennsylvania
$642K +$38.8K +1,070 +7%
NL
833
NWAM LLC
Washington
$629K -$466K -12,830 -43%
BA
834
Bristlecone Advisors
Washington
$628K +$216K +5,960 +55%
RCG
835
Rock Creek Group
District of Columbia
$625K +$606K +16,700 New
SSB
836
Sandy Spring Bank
Maryland
$624K +$89.7K +2,470 +17%
PGFC
837
Peapack-Gladstone Financial Corp
New Jersey
$620K +$7.26K +200 +1%
FPGK
838
Financial Partners Group (Kansas)
Kansas
$618K -$40.7K -1,120 -6%
LCM
839
Landscape Capital Management
New Jersey
$614K -$5.17M -142,570 -90%
DCM
840
Donaldson Capital Management
Indiana
$612K +$319K +8,780 +116%
RWA
841
Redhawk Wealth Advisors
Minnesota
$609K +$591K +16,270 New
ZB
842
Zions Bancorporation
Utah
$603K -$127K -3,490 -18%
LCOV
843
London Company of Virginia
Virginia
$602K – – –
IUHSA
844
Itau Unibanco Holding S.A.
Brazil
$601K +$6.9K +190 +1%
TL
845
TrueWealth LLC
Georgia
$599K – – –
DWA
846
Douglass Winthrop Advisors
New York
$599K +$581K +16,000 New
JFA
847
Johanson Financial Advisors
California
$598K +$22.5K +620 +4%
EWA
848
EP Wealth Advisors
California
$597K +$20K +550 +4%
GEA
849
Glen Eagle Advisors
New Jersey
$596K -$33.8K -930 -6%
NFC
850
Northeast Financial Consultants
Connecticut
$589K +$570K +15,710 New