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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1101
Ameritas Advisory Services
Nebraska
$35.9M -$46.6M -267,530 -59%
WA
1102
WP Advisors
California
$35.8M -$370K -2,121 -1%
LMKC
1103
L.M. Kohn & Company
Ohio
$35.8M +$517K +2,965 +2%
AWA
1104
Arete Wealth Advisors
Illinois
$35.7M -$4.69M -26,895 -13%
GIP
1105
Greatmark Investment Partners
Georgia
$35.7M -$1.49M -8,542 -4%
WIM
1106
Wittenberg Investment Management
Massachusetts
$35.6M -$1.55M -8,910 -5%
LPT
1107
Legacy Private Trust
Wisconsin
$35.6M -$1.09M -6,245 -3%
CCA
1108
Checchi Capital Advisers
California
$35.4M +$2.42M +13,861 +8%
BL
1109
Balentine LLC
Georgia
$35.4M +$11.3M +65,136 +55%
NIG
1110
NFJ Investment Group
Texas
$35.4M -$19.7M -113,291 -38%
CI
1111
Cigna Investments
Connecticut
$35.4M -$261K -1,500 -0.8%
PCA
1112
Pallas Capital Advisors
Massachusetts
$35.4M -$2.75M -15,757 -8%
PWAG
1113
Polaris Wealth Advisory Group
California
$35.3M -$22.8M -130,796 -42%
BFIC
1114
Bedell Frazier Investment Counselling
California
$35.3M -$5.63M -32,300 -15%
Belvedere Trading
1115
Belvedere Trading
Illinois
$35.2M +$30.7M +176,272 +3,331%
PTC
1116
Private Trust Company
Ohio
$35.2M -$137K -785 -0.4%
LW
1117
Linscomb Wealth
Texas
$35M -$133K -763 -0.4%
BHPW
1118
Beverly Hills Private Wealth
California
$35M +$12.9M +73,941 +63%
PA
1119
Procyon Advisors
Connecticut
$34.9M +$3.07M +17,635 +11%
BWM
1120
Buckley Wealth Management
Nevada
$34.9M -$967K -5,551 -3%
GA
1121
GFS Advisors
Texas
$34.9M +$43.6K +250 +0.1%
BOH
1122
Bank of Hawaii
Hawaii
$34.9M -$174 -1 -0%
WCMN
1123
Westchester Capital Management (Nebraska)
Nebraska
$34.9M -$1.55M -8,900 -5%
FANJ
1124
Financial Architects (New Jersey)
New Jersey
$34.8M +$1.74M +9,981 +6%
LCM
1125
Lazari Capital Management
California
$34.7M +$31.2M +178,977 New