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Name Holding Trade Value Shares
Change
Change in
Stake
CI
1201
Conning Inc
Connecticut
$16.9M -$2.15M -12,940 -12%
PP
1202
Palladium Partners
Virginia
$16.9M +$12.1M +73,060 +288%
BCM
1203
Bowie Capital Management
Texas
$16.9M +$3.72M +22,400 +29%
GVAG
1204
Great Valley Advisor Group
Delaware
$16.9M +$1.01M +6,100 +6%
TCA
1205
Transcend Capital Advisors
New Jersey
$16.9M +$4.86M +29,220 +42%
PI
1206
Pennant Investors
New Jersey
$16.9M
SWM
1207
SeaCrest Wealth Management
New York
$16.8M -$911K -5,480 -5%
CRB
1208
Chad R. Baker
$16.8M
VAS
1209
Vestmark Advisory Solutions
Massachusetts
$16.8M +$884K +5,320 +6%
SIM
1210
Sentry Investment Management
Wisconsin
$16.8M +$146K +880 +0.9%
FG
1211
Fiduciary Group
Georgia
$16.8M +$731K +4,400 +5%
KWMG
1212
King Wealth Management Group
Florida
$16.7M +$249K +1,500 +2%
SVCP
1213
Silicon Valley Capital Partners
California
$16.7M -$4.17M -25,100 -21%
KJHP
1214
K.J. Harrison & Partners
Ontario, Canada
$16.7M -$774K -4,660 -5%
WP
1215
WealthPLAN Partners
Nebraska
$16.7M +$296K +1,780 +2%
HIC
1216
Holderness Investments Company
North Carolina
$16.6M +$23.3K +140 +0.1%
OCM
1217
Oakwood Capital Management
California
$16.6M -$279K -1,680 -2%
CAM
1218
Covenant Asset Management
New Jersey
$16.6M +$46.5K +280 +0.3%
BFEC
1219
Benjamin F. Edwards & Company
Missouri
$16.6M -$758K -4,560 -5%
BPM
1220
Bowling Portfolio Management
Ohio
$16.6M +$1.57M +9,420 +11%
SCM
1221
Stevens Capital Management
Pennsylvania
$16.6M +$12.6M +76,080 +378%
NCM
1222
Nellore Capital Management
California
$16.5M +$5.82M +35,000 +57%
EFS
1223
Essex Financial Services
Connecticut
$16.5M
TCM
1224
Trybe Capital Management
Connecticut
$16.5M +$1.58M +9,520 +11%
WCM
1225
Whitener Capital Management
North Carolina
$16.5M -$196K -1,180 -1%