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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
976
Pennsylvania Capital Management
Pennsylvania
$31.8M -$126K -831 -0.4%
CA
977
CapWealth Advisors
Tennessee
$31.8M +$1.16M +7,692 +3%
WP
978
WealthSource Partners
California
$31.8M -$9.03M -59,615 -20%
JAWM
979
J. Arnold Wealth Management
Ohio
$31.7M +$9.13M +60,301 +35%
TF
980
Tompkins Financial
New York
$31.7M -$2.28M -15,043 -6%
HIM
981
HughesLittle Investment Management
$31.6M -$1.47M -9,720 -4%
AC
982
Avestar Capital
New York
$31.6M -$989K -6,531 -3%
NB
983
NBT Bank
New York
$31.6M +$733K +4,842 +2%
LC
984
Lindbrook Capital
California
$31.5M +$3.38M +22,338 +11%
CPIG
985
Chicago Partners Investment Group
Illinois
$31.5M +$400K +2,643 +1%
LF
986
Lannebo Fonder
Sweden
$31.4M -$8.33M -55,000 -19%
TFS
987
TrustCore Financial Services
Tennessee
$31.4M -$287K -1,895 -0.8%
RPC
988
Rossmore Private Capital
Connecticut
$31.4M +$622K +4,104 +2%
BWM
989
Brickley Wealth Management
California
$31.4M -$8.94K -59 -0%
CCG
990
Cypress Capital Group
Florida
$31.2M -$709K -4,681 -2%
WAM
991
Winslow Asset Management
Ohio
$31.2M -$181K -1,196 -0.5%
BP
992
Ballentine Partners
Massachusetts
$31.2M +$56.2K +371 +0.2%
PJSIMP
993
P.J. Schmidt Investment Management (PJS)
Wisconsin
$31.1M -$1.38M -9,118 -5%
AMCA
994
Arthur M. Cohen & Associates
Illinois
$31.1M -$209K -1,379 -0.6%
PPW
995
Pinnacle Private Wealth
Massachusetts
$31M -$10.7M -70,692 -24%
KA
996
Kovack Advisors
Florida
$30.9M -$2.66M -17,585 -7%
BIM
997
Bridgecreek Investment Management
Oklahoma
$30.9M -$3.2M -21,125 -9%
FHA
998
Flagship Harbor Advisors
Massachusetts
$30.9M +$431K +2,845 +1%
EVM
999
Evelyn V. Moreno
$30.8M -$1.2M -7,936 -3%
EWM
1000
Edge Wealth Management
New York
$30.8M -$250K -1,653 -0.7%