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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1351
VNBTrust National Association
Virginia
$336K – – –
IHL
1352
Investment House LLC
California
$333K +$18.8K +245 +6%
LWA
1353
Lebenthal Wealth Advisors
New York
$331K +$321K +4,182 New
ACM
1354
Argentus Capital Management
Texas
$329K -$20.7K -270 -6%
FNFDCM
1355
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$327K +$60.3K +786 +23%
SFG
1356
SNS Financial Group
Minnesota
$327K +$77K +1,004 +32%
NFG
1357
Nations Financial Group
Iowa
$326K -$34.4K -449 -10%
ADL
1358
Asset Dedication LLC
California
$325K +$4.83K +63 +2%
CCM
1359
CrestPoint Capital Management
Missouri
$324K – – –
HFM
1360
Hartford Financial Management
Connecticut
$324K +$42.2K +550 +15%
CWP
1361
Capital Wealth Planning
Florida
$322K – – –
BHA
1362
Beech Hill Advisors
New York
$321K +$311K +4,055 New
FIM
1363
Fernwood Investment Management
Massachusetts
$320K – – –
SIM
1364
SSI Investment Management
California
$318K +$7.05K +92 +2%
KJHP
1365
K.J. Harrison & Partners
Ontario, Canada
$316K -$284K -3,700 -48%
HPBT
1366
High Point Bank & Trust
North Carolina
$316K – – –
RBC
1367
Ronald Blue & Co
Georgia
$316K +$43.6K +569 +17%
SCA
1368
Snowden Capital Advisors
New York
$314K -$43.1K -562 -12%
SCM
1369
Southport Capital Management
Tennessee
$314K -$1.92K -25 -0.6%
ZF
1370
Zhang Financial
Michigan
$313K +$4.06K +53 +1%
MWM
1371
Mission Wealth Management
California
$312K +$6.9K +90 +2%
ICAS
1372
Investors Capital Advisory Services
Massachusetts
$309K +$4.45K +58 +1%
TWA
1373
TCI Wealth Advisors
Arizona
$309K +$18.1K +236 +6%
VCM
1374
Versant Capital Management
Arizona
$308K +$94.7K +1,236 +46%
NCM
1375
Northside Capital Management
Oregon
$307K – – –