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Name Holding Trade Value Shares
Change
Change in
Stake
AT
201
Arden Trust
Delaware
$1.75M +$32.4K +394 +2%
GF
202
Gabelli Funds
New York
$1.72M -$41.2K -500 -2%
PCS
203
Personal CFO Solutions
New Jersey
$1.7M +$310K +3,766 +24%
CFGS
204
Concourse Financial Group Securities
Alabama
$1.66M +$65.2K +792 +4%
MA
205
Montag & Associates
Georgia
$1.66M -$113K -1,375 -7%
AAIM
206
American Assets Investment Management
California
$1.63M – – –
CP
207
Covenant Partners
Tennessee
$1.5M – – –
CS
208
Comerica Securities
Michigan
$1.46M -$49.8K -605 -4%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$1.42M +$1.34M +16,257 New
1CP
210
17 Capital Partners
Arizona
$1.38M -$34.1K -414 -3%
PG
211
Patten Group
Tennessee
$1.38M – – –
CAM
212
Cresset Asset Management
Illinois
$1.37M -$180K -2,190 -12%
CIBC World Market
213
CIBC World Market
Ontario, Canada
$1.37M +$286K +3,473 +28%
BTWM
214
Baker Tilly Wealth Management
Wisconsin
$1.34M +$192K +2,331 +18%
KAS
215
Kestra Advisory Services
Texas
$1.34M +$489K +5,941 +63%
FCH
216
Freestone Capital Holdings
Washington
$1.33M +$48.4K +588 +4%
SA
217
swisspartners Advisors
Switzerland
$1.32M +$255K +3,100 +27%
MGWM
218
Marks Group Wealth Management
Minnesota
$1.31M +$547K +6,638 +78%
Credit Agricole
219
Credit Agricole
France
$1.31M -$39K -474 -3%
MCM
220
MAI Capital Management
Ohio
$1.3M -$735K -8,922 -37%
COI
221
Connable Office Inc
Michigan
$1.3M -$741 -9 -0.1%
SB
222
Simmons Bank
Arkansas
$1.24M -$75K -911 -6%
RMCM
223
Reynders McVeigh Capital Management
Massachusetts
$1.24M +$346K +4,200 +42%
RJFSA
224
Raymond James Financial Services Advisors
Florida
$1.2M -$50.5K -613 -4%
MCM
225
McKinley Capital Management
Alaska
$1.2M -$68.3K -829 -6%