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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
951
Smartleaf Asset Management
Massachusetts
$1.01M – – –
BP
952
Ballentine Partners
Massachusetts
$1.01M -$123K -518 -10%
RWA
953
Roberts Wealth Advisors
California
$1M -$69.9K -295 -6%
RCM
954
RNC Capital Management
California
$1M -$3.2M -13,527 -73%
SGA
955
Strategic Global Advisors
California
$997K – – –
WAS
956
Winch Advisory Services
Wisconsin
$994K -$18.2K -77 -2%
VVP
957
Venture Visionary Partners
Ohio
$993K -$74.9K -316 -6%
PNAA
958
Pictet North America Advisors
Switzerland
$989K +$20.6K +87 +2%
BCM
959
BluePath Capital Management
Georgia
$983K +$184K +777 +19%
BOS
960
Bank of Stockton
California
$982K -$41K -173 -3%
BW
961
Basepoint Wealth
Iowa
$980K +$656K +2,768 +138%
CFA
962
Churchill Financial Advisors
Kentucky
$976K -$7.11K -30 -0.6%
DCU
963
Dara Capital US
Florida
$971K +$236K +996 +27%
RFC
964
Regions Financial Corp
Alabama
$970K -$340K -1,436 -23%
CT
965
Coastline Trust
Rhode Island
$966K -$152K -640 -12%
WTC
966
WhitTier Trust Company
Nevada
$960K -$413K -1,742 -29%
ASBI
967
American State Bank (Iowa)
Iowa
$958K +$246K +1,040 +29%
UWS
968
Unique Wealth Strategies
Illinois
$954K -$77.9K -329 -7%
AC
969
AlphaCore Capital
California
$945K +$130K +549 +14%
AC
970
Avestar Capital
New York
$944K +$488K +2,058 +81%
KAM
971
Knightsbridge Asset Management
California
$941K -$128K -542 -11%
KF
972
Krilogy Financial
Missouri
$940K +$177K +749 +20%
TAM
973
Trust Asset Management
Texas
$939K -$71.1K -300 -6%
DAC
974
Dutch Asset Corp
New York
$938K +$371K +1,564 +52%
EF
975
Evanson Financial
Virginia
$936K +$1.08M +4,565 New