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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
701
Sequoia Financial Advisors
Ohio
$5.08M +$1.56M +4,600 +46%
PWM
702
Positano Wealth Management
$5.07M +$4.93M +14,498 New
FNFDCM
703
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.01M -$53.4K -157 -1%
KA
704
Kintegral Advisory
New York
$4.99M -$133K -390 -3%
CAMG
705
CWA Asset Management Group
Florida
$4.98M +$1.73M +5,101 +56%
MC
706
Maverick Capital
Texas
$4.94M +$4.8M +14,103 New
LNB
707
Ledyard National Bank
$4.92M +$421K +1,238 +10%
JCM
708
Janney Capital Management
Pennsylvania
$4.92M -$2.44M -7,169 -34%
TW
709
Titan Wealth
$4.91M +$4.77M +14,015 New
VT
710
Vise Technologies
New York
$4.87M +$379K +1,113 +9%
Kovitz Investment Group Partners
711
Kovitz Investment Group Partners
Illinois
$4.87M -$196M -577,081 -98%
TF
712
Tompkins Financial
New York
$4.85M -$122K -358 -3%
PIM
713
Platinum Investment Management
Australia
$4.85M -$60.3M -177,174 -93%
FB
714
Fulton Bank
Pennsylvania
$4.83M -$165K -486 -3%
RCM
715
RNC Capital Management
California
$4.79M -$2.05M -6,039 -31%
TIA
716
Tandem Investment Advisors
South Carolina
$4.77M -$162K -475 -3%
HNB
717
Huntington National Bank
Ohio
$4.76M -$1.67M -4,925 -27%
LOAME
718
Lombard Odier Asset Management (Europe)
United Kingdom
$4.72M +$1.19M +3,500 +35%
DP
719
DDD Partners
Washington
$4.72M +$2.38M +7,010 +108%
AT
720
Avalon Trust
New Mexico
$4.69M -$1.9M -5,588 -29%
NMIMC
721
Northwestern Mutual Investment Management Company
Wisconsin
$4.68M -$49.3K -145 -1%
IAA
722
Independent Advisor Alliance
North Carolina
$4.67M -$1.91M -5,608 -30%
FPAS
723
Focus Partners Advisor Solutions
Missouri
$4.66M +$574K +1,687 +14%
SIM
724
Stratos Investment Management
Ohio
$4.65M -$1.67M -4,908 -27%
JFG
725
Jefferies Financial Group
New York
$4.64M +$3.52M +10,338 +353%