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Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Whittier Trust
California
$26K -$7.88K -745 -22%
TCOV
302
Trust Company of Vermont
Vermont
$25K -$1.43K -135 -5%
FCB
303
First Command Bank
Texas
$23K – – –
FCFS
304
First Command Financial Services
Texas
$23K – – –
TL
305
TrueWealth LLC
Georgia
$22K -$5.71K -540 -19%
FC
306
Ferris Capital
Massachusetts
$22K -$5.29K -500 -18%
TWA
307
TCI Wealth Advisors
Arizona
$22K – – –
NL
308
NKCFO LLC
Illinois
$22K +$23.8K +2,250 New
LWA
309
Lenox Wealth Advisors
New York
$20K – – –
BL
310
Balentine LLC
Georgia
$20K +$16K +1,510 +272%
AIA
311
Alera Investment Advisors
Illinois
$19K +$20.6K +1,950 New
VFA
312
Valeo Financial Advisors
Indiana
$18K -$2.86K -270 -13%
POIA
313
Pin Oak Investment Advisors
Texas
$18K +$19.7K +1,860 New
APC
314
Aspire Private Capital
North Carolina
$18K +$19.7K +1,865 New
WTB
315
Washington Trust Bank
Washington
$17K – – –
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$17K +$11.2K +1,055 +151%
RCAG
317
Rehmann Capital Advisory Group
Michigan
$17K +$688 +65 +4%
WEC
318
Winslow Evans & Crocker
Massachusetts
$16K +$9.84K +930 +169%
MNBTD
319
Moody National Bank Trust Division
Texas
$15K +$16K +1,515 New
EWM
320
Endurance Wealth Management
Rhode Island
$14K – – –
THWM
321
Taylor Hoffman Wealth Management
Virginia
$14K – – –
NFG
322
Next Financial Group
Texas
$13K -$5.08K -480 -26%
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$13K – – –
BI
324
Bramshill Investments
Florida
$12K -$3.81K -360 -22%
OSNBOA
325
Old Second National Bank of Aurora
Illinois
$12K – – –