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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1326
Venturi Wealth Management
Texas
$840K +$820K +32,308 New
CS
1327
Credential Securities
$839K +$37.8K +1,490 +5%
AAC
1328
Asset Advisors Corp
Georgia
$836K +$83.8K +3,303 +11%
SFA
1329
Sequoia Financial Advisors
Ohio
$833K -$9.26K -365 -1%
EHC
1330
Everett Harris & Co
California
$832K -$101K -3,972 -11%
AB
1331
Atlas Brown
Kentucky
$832K +$340K +13,391 +76%
HCM
1332
Hollencrest Capital Management
California
$831K -$50.7K -1,997 -6%
MHIM
1333
MacNealy Hoover Investment Management
Ohio
$828K +$10.4K +410 +1%
BIC
1334
Bridges Investment Counsel
Nebraska
$825K
SAM
1335
Strategy Asset Managers
California
$823K +$235K +9,271 +41%
BOS
1336
Bank of Stockton
California
$819K +$21.7K +856 +3%
CA
1337
Cornerstone Advisors
North Carolina
$815K
LGC
1338
Laurel Grove Capital
California
$810K +$50.4K +1,986 +7%
HCMNY
1339
Howard Capital Management (New York)
New York
$809K
MC
1340
Miles Capital
Iowa
$808K -$3.78K -149 -0.5%
CCWA
1341
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$805K +$14.5K +572 +2%
KP
1342
Keel Point
Alabama
$801K -$95.1K -3,749 -11%
PWM
1343
Perigon Wealth Management
California
$798K -$8.35K -329 -1%
BCA
1344
Bray Capital Advisors
Florida
$798K +$516K +20,361 +196%
AIA
1345
AIMZ Investment Advisors
California
$795K -$9.79K -386 -1%
PMFA
1346
Plante Moran Financial Advisors
Michigan
$792K -$80.7K -3,183 -9%
HIM
1347
Harbour Investment Management
Washington
$792K -$10.1K -398 -1%
MCM
1348
Mork Capital Management
California
$791K +$50.4K +1,986 +7%
FCH
1349
Freestone Capital Holdings
Washington
$790K +$132K +5,213 +21%
ADL
1350
Asset Dedication LLC
California
$790K +$771K +30,410 New