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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
926
Pinion Investment Advisors
Kansas
$526K +$495K +2,434 New
WP
927
WealthPLAN Partners
Nebraska
$524K +$159K +783 +48%
HMS
928
Hanseatic Management Services
New Mexico
$523K
CONA
929
Capital One National Association
New York
$522K -$16.9K -83 -3%
CA
930
Continuum Advisory
Idaho
$519K +$195K +958 +66%
AL
931
Aspiriant LLC
California
$518K +$488K +2,399 New
BDF
932
Balasa Dinverno & Foltz
$515K +$36.4K +179 +8%
STA
933
Summit Trail Advisors
New York
$513K +$93.7K +461 +27%
MBT
934
Montecito Bank & Trust
California
$512K -$14.4K -71 -3%
FHA
935
First Horizon Advisors
Tennessee
$511K -$58.4K -287 -11%
NB
936
Northwest Bancshares
Pennsylvania
$510K -$4.07K -20 -0.8%
HF
937
HRT Financial
New York
$506K +$477K +2,344 New
PHAM
938
Palisades Hudson Asset Management
Florida
$505K
AA
939
AlphaMark Advisors
Kentucky
$502K -$230K -1,130 -33%
DWA
940
Douglass Winthrop Advisors
New York
$501K +$203K +997 +76%
BCM
941
Bayesian Capital Management
New York
$497K +$468K +2,300 New
TIA
942
Tiemann Investment Advisors
California
$495K -$28.5K -140 -6%
IIC
943
Integrated Investment Consultants
Michigan
$495K +$465K +2,289 New
PFPT
944
Pinnacle Financial Partners (Tennessee)
Tennessee
$489K -$140K -687 -23%
WIM
945
Westside Investment Management
California
$487K -$40.7K -200 -8%
FC
946
Ferris Capital
Massachusetts
$486K -$203K -997 -31%
FA
947
FCG Advisors
New Jersey
$475K
SA
948
Sicart Associates
New York
$475K
GWM
949
Geneos Wealth Management
Colorado
$471K -$33.5K -165 -7%
PK
950
Pflug Koory
Nebraska
$468K