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Name Holding Trade Value Shares
Change
Change in
Stake
BCV
751
Banque Cantonale Vaudoise
Switzerland
$659K -$96.9K -1,200 -12%
TSWM
752
Triangle Securities Wealth Management
North Carolina
$657K -$25.9K -321 -4%
CNC
753
Canandaigua National Corp
New York
$656K +$13.3K +165 +2%
APP
754
Alpha Paradigm Partners
Illinois
$652K +$677K +8,386 New
LNB
755
Ledyard National Bank
$647K -$48.5K -600 -7%
LS
756
Livforsakringsbolaget Skandia
Sweden
$647K +$96.9K +1,200 +17%
BPA
757
Beacon Pointe Advisors
California
$647K +$407K +5,039 +154%
GW
758
GW & Wade
Massachusetts
$646K -$143K -1,765 -18%
VCM
759
Vigilant Capital Management
Maine
$644K +$17.1K +212 +3%
FWM
760
Foresight Wealth Management
Utah
$643K +$76.6K +948 +13%
SFA
761
Sequoia Financial Advisors
Ohio
$643K +$181K +2,241 +37%
AOWM
762
Alpha Omega Wealth Management
Virginia
$642K -$53.3K -660 -7%
BRM
763
Boston Research & Management
Massachusetts
$636K
H
764
HoyleCohen
California
$635K
DWA
765
Douglass Winthrop Advisors
New York
$633K -$32.3K -400 -5%
AIM
766
Acropolis Investment Management
Missouri
$632K -$79.1K -980 -11%
PTC
767
Private Trust Company
Ohio
$630K +$12.4K +153 +2%
WC
768
Whitney & Co
New York
$628K
IA
769
IndexIQ Advisors
New York
$628K +$20.6K +255 +3%
GWAM
770
Guardian Wealth Advisors (Minnesota)
Minnesota
$627K -$6.38K -79 -1%
SCM
771
Schnieders Capital Management
California
$626K +$12.1K +150 +2%
CFG
772
Citizens Financial Group
Rhode Island
$623K -$24K -297 -4%
SFSG
773
Sound Financial Strategies Group
Mississippi
$620K +$26.9K +333 +4%
FFC
774
First Financial Corp
Indiana
$616K +$5.01K +62 +0.8%
GT
775
Greenleaf Trust
Michigan
$612K +$24.7K +306 +4%