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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1526
Titus Wealth Management
California
$717K +$695K +6,291 New
CRWM
1527
Castle Rock Wealth Management
California
$716K +$694K +6,284 New
SFG
1528
Summit Financial Group
West Virginia
$715K +$2.54K +23 +0.4%
BEAM
1529
Baker Ellis Asset Management
Washington
$714K
SL
1530
Signition LP
New York
$713K +$690K +6,250 New
SAM
1531
Summit Asset Management
Tennessee
$709K +$44.2K +400 +7%
RM
1532
Resource Management
Louisiana
$705K +$658K +5,955 New
DIM
1533
DC Investments Management
Virginia
$705K +$683K +6,182 New
GEA
1534
Glen Eagle Advisors
New Jersey
$704K +$102K +923 +18%
RC
1535
RegentAtlantic Capital
New Jersey
$699K +$21.2K +192 +3%
PFS
1536
Prospera Financial Services
Texas
$697K +$21.8K +197 +3%
SCI
1537
S&CO Inc
Massachusetts
$696K
UBV
1538
United Bank (Virginia)
Virginia
$692K +$670K +6,069 New
VCM
1539
Virtue Capital Management
Tennessee
$684K +$662K +5,998 New
HTC
1540
Haverford Trust Company
Pennsylvania
$681K +$163K +1,478 +33%
PK
1541
Pflug Koory
Nebraska
$680K
AA
1542
ALPS Advisors
Colorado
$677K -$17.8K -161 -3%
PFT
1543
Providence First Trust
Arizona
$675K
GLI
1544
Guardian Life Insurance
New York
$675K +$194K +1,760 +42%
HIC
1545
Holderness Investments Company
North Carolina
$673K +$11K +100 +2%
Dodge & Cox
1546
Dodge & Cox
California
$670K -$55.2K -500 -8%
AAM
1547
American Asset Management
Florida
$667K -$11K -100 -2%
BWM
1548
Bernicke Wealth Management
Wisconsin
$667K +$44.7K +405 +7%
GD
1549
Grandfield & Dodd
New York
$666K +$42.5K +385 +7%
ACG
1550
Allen Capital Group
Nebraska
$666K +$645K +5,843 New