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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
876
Kurt F. Somerville
$11.3M +$401K +14,024 +3%
HR
877
Howe & Rusling
New York
$11.3M -$3.04M -106,276 -20%
PWM
878
Patriot Wealth Management
Texas
$11.2M -$50.9K -1,780 -0.4%
WCA
879
Waratah Capital Advisors
Ontario, Canada
$11.2M +$12.2M +426,040 New
WB
880
Webster Bank
Connecticut
$11.2M +$392K +13,712 +3%
SSWM
881
Smith Salley Wealth Management
North Carolina
$11.2M +$783K +27,408 +7%
FPCP
882
Fort Point Capital Partners
California
$11.2M +$5.8M +202,844 +91%
BIA
883
Biondo Investment Advisors
Pennsylvania
$11.2M -$5.96M -208,424 -33%
Alkeon Capital Management
884
Alkeon Capital Management
New York
$11.2M -$56M -1,961,284 -82%
KA
885
Kovack Advisors
Florida
$11.2M +$581K +20,316 +5%
CA
886
Callahan Advisors
Texas
$11.2M +$796K +27,872 +7%
TBA
887
Train Babcock Advisors
New York
$11.2M -$244K -8,528 -2%
EIM
888
Emerson Investment Management
Massachusetts
$11.1M +$267K +9,360 +2%
AAM
889
Augustine Asset Management
Florida
$11M +$261K +9,132 +2%
AP
890
Advisor Partners
California
$11M +$350K +12,232 +3%
SRF
891
Silver Rock Financial
California
$10.9M
RMA
892
Roffman Miller Associates
Pennsylvania
$10.9M +$144K +5,028 +1%
CFA
893
Carroll Financial Associates
North Carolina
$10.9M -$51.9K -1,816 -0.4%
SSA
894
South Street Advisors
New York
$10.8M +$277K +9,680 +2%
GIA
895
Granite Investment Advisors
New Hampshire
$10.8M -$581K -20,320 -5%
LRPA
896
L. Roy Papp & Associates
Arizona
$10.7M +$1.65M +57,744 +17%
EFS
897
Essex Financial Services
Connecticut
$10.7M +$470K +16,444 +4%
TWMP
898
Taylor Wealth Management Partners
Massachusetts
$10.7M +$103K +3,596 +0.9%
Walleye Trading
899
Walleye Trading
New York
$10.7M +$11.4M +398,476 +6,345%
JIC
900
Joel Isaacson & Co
New York
$10.6M +$101K +3,520 +0.9%