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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1276
Partnervest Advisory Services
California
$585K -$26K -147 -4%
SMFS
1277
Squar Milner Financial Services
California
$584K +$522K +2,948 New
HI
1278
Horizon Investments
North Carolina
$582K +$643K +3,631 New
AAM
1279
Auxier Asset Management
Oregon
$581K +$7.08K +40 +1%
MWAC
1280
Mariner Wealth Advisors (Cincinnati)
Ohio
$579K -$2.21M -12,496 -79%
OA
1281
Outfitter Advisors
Virginia
$577K +$24.8K +140 +4%
SCM
1282
Southport Capital Management
Tennessee
$576K +$586K +3,313 New
SAM
1283
Shamrock Asset Management
Texas
$571K
CBB
1284
Citizens Business Bank
California
$569K +$17.7K +100 +3%
DMC
1285
Drexel Morgan & Co
Pennsylvania
$567K
KP
1286
Keel Point
Alabama
$567K +$177 +1 +0%
LOAMS
1287
Lombard Odier Asset Management (Switzerland)
Switzerland
$566K
SOAMC
1288
Spirit of America Management Corp
New York
$565K
TF
1289
TLWM Financial
Texas
$564K +$574K +3,242 New
AWM
1290
AE Wealth Management
Kansas
$562K +$154K +868 +37%
FPFS
1291
First Personal Financial Services
North Carolina
$557K -$410K -2,314 -42%
HHAA
1292
Henry H. Armstrong Associates
Pennsylvania
$555K -$9.73K -55 -2%
LGC
1293
Laurel Grove Capital
California
$551K -$53.1K -300 -9%
BP
1294
Ballentine Partners
Massachusetts
$551K -$13.6K -77 -2%
CM
1295
Columbus Macro
Pennsylvania
$551K +$560K +3,166 New
WF
1296
WoodTrust Financial
Wisconsin
$551K +$561K +3,171 New
BWL
1297
Bogart Wealth LLC
Virginia
$549K -$5.13K -29 -0.9%
CCA
1298
Conservest Capital Advisors
Pennsylvania
$548K +$2.12K +12 +0.4%
ERIM
1299
Eagle Ridge Investment Management
Connecticut
$547K -$38.9K -220 -7%
PNAA
1300
Pictet North America Advisors
Switzerland
$547K +$213K +1,204 +62%