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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
901
Glassman Wealth Services
Virginia
$211K +$13.5K +439 +7%
GGS
902
Galvin Gaustad & Stein
Arizona
$210K -$94.4K -3,073 -32%
CAM
903
Columbia Asset Management
Michigan
$210K -$59.5K -1,938 -23%
ST
904
Smithfield Trust
Pennsylvania
$208K
PA
905
Parallel Advisors
California
$207K +$53.2K +1,733 +37%
ARC
906
Advisor Resource Council
Texas
$207K +$199K +6,461 New
JWM
907
Jeppson Wealth Management
California
$204K +$196K +6,375 New
HB
908
Homrich & Berg
Georgia
$203K +$195K +6,335 New
PSUF
909
People's United Financial
Connecticut
$203K +$195K +6,347 New
BFA
910
Bragg Financial Advisors
North Carolina
$202K -$50.2K -1,634 -21%
SS
911
Simplicity Solutions
Minnesota
$201K +$192K +6,264 New
RFO
912
RiverGlades Family Offices
Florida
$200K +$192K +6,250 New
CB
913
CNB Bank
Pennsylvania
$199K -$6.88K -224 -3%
CAL
914
Capital Analysts LLC
Pennsylvania
$197K
NB
915
Nicolet Bankshares
Wisconsin
$192K +$65.3K +2,125 +55%
CB
916
Community Bank
New York
$190K -$21.5K -700 -11%
CCM
917
Covington Capital Management
California
$189K +$31.2K +1,017 +21%
SMFG
918
Sumitomo Mitsui Financial Group
Japan
$188K +$181K +5,902 New
SIM
919
Sonora Investment Management
Arizona
$174K +$16.3K +530 +11%
Lazard Asset Management
920
Lazard Asset Management
New York
$171K
FMP
921
Financial Management Professionals
Texas
$170K
CM
922
Caption Management
Oklahoma
$169K -$605K -19,700 -79%
GRP
923
Global Retirement Partners
California
$165K +$584 +19 +0.4%
VLKIM
924
Van Lanschot Kempen Investment Management
Netherlands
$161K
CFA
925
Carroll Financial Associates
North Carolina
$161K +$57.3K +1,866 +58%