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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
826
AJ Wealth Strategies
New York
$655K +$672K +18,520 New
HTC
827
Haverford Trust Company
Pennsylvania
$654K -$26.5K -730 -4%
PCM
828
Pointe Capital Management
Michigan
$652K -$21.8K -600 -3%
SCM
829
Sterling Capital Management
North Carolina
$647K +$10.9K +300 +2%
SYBT
830
Stock Yards Bank & Trust
Kentucky
$645K -$5.08K -140 -0.8%
VIA
831
Vantage Investment Advisors
Pennsylvania
$642K +$38.8K +1,070 +7%
NL
832
NWAM LLC
Washington
$629K -$466K -12,830 -43%
BA
833
Bristlecone Advisors
Washington
$628K +$216K +5,960 +55%
RCG
834
Rock Creek Group
District of Columbia
$625K +$606K +16,700 New
SSB
835
Sandy Spring Bank
Maryland
$624K +$89.7K +2,470 +17%
PGFC
836
Peapack-Gladstone Financial Corp
New Jersey
$620K +$7.26K +200 +1%
FPGK
837
Financial Partners Group (Kansas)
Kansas
$618K -$40.7K -1,120 -6%
LCM
838
Landscape Capital Management
New Jersey
$614K -$5.17M -142,570 -90%
DCM
839
Donaldson Capital Management
Indiana
$612K +$319K +8,780 +116%
RWA
840
Redhawk Wealth Advisors
Minnesota
$609K +$591K +16,270 New
ZB
841
Zions Bancorporation
Utah
$603K -$127K -3,490 -18%
LCOV
842
London Company of Virginia
Virginia
$602K
IUHSA
843
Itau Unibanco Holding S.A.
Brazil
$601K +$6.9K +190 +1%
TL
844
TrueWealth LLC
Georgia
$599K
DWA
845
Douglass Winthrop Advisors
New York
$599K +$581K +16,000 New
JFA
846
Johanson Financial Advisors
California
$598K +$22.5K +620 +4%
EWA
847
EP Wealth Advisors
California
$597K +$20K +550 +4%
GEA
848
Glen Eagle Advisors
New Jersey
$596K -$33.8K -930 -6%
NFC
849
Northeast Financial Consultants
Connecticut
$589K +$570K +15,710 New
SA
850
Strategic Advisors
New York
$585K +$567K +15,630 New