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Name Holding Trade Value Shares
Change
Change in
Stake
KC
1301
Kingfisher Capital
North Carolina
$1.83M -$26.4K -480 -2%
FMB
1302
Field & Main Bank
Kentucky
$1.83M +$1.72M +31,240 New
KF
1303
Krilogy Financial
Missouri
$1.82M +$348K +6,320 +25%
TVWM
1304
Tower View Wealth Management
Wisconsin
$1.82M +$1.71M +31,160 New
FAM
1305
Foresters Asset Management
Ontario, Canada
$1.82M -$1.1M -20,000 -46%
OA
1306
Oxbow Advisors
Texas
$1.82M +$38.5K +700 +2%
BHWM
1307
Bar Harbor Wealth Management
New Hampshire
$1.81M +$322K +5,860 +23%
ECM
1308
Evergreen Capital Management
Washington
$1.81M +$1.7M +30,960 New
PP
1309
Patten & Patten
Tennessee
$1.81M -$176K -3,200 -9%
DWM
1310
Destination Wealth Management
California
$1.81M +$138K +2,500 +9%
SRSA
1311
S.R. Schill & Associates
Washington
$1.8M +$11K +200 +0.7%
BRF
1312
B. Riley Financial
California
$1.8M +$13.2K +240 +0.8%
DWT
1313
Dorsey & Whitney Trust
South Dakota
$1.79M +$30.8K +560 +2%
PNAA
1314
Pictet North America Advisors
Switzerland
$1.79M +$63.8K +1,160 +4%
TFCM
1315
Taylor Frigon Capital Management
Arizona
$1.78M +$1.68M +30,520 New
HAI
1316
Hennessy Advisors Inc
California
$1.78M +$1.67M +30,440 New
ACM
1317
Ashford Capital Management
Delaware
$1.77M +$1.1K +20 +0.1%
Nuveen Fund Advisors
1318
Nuveen Fund Advisors
Illinois
$1.76M -$856K -15,560 -34%
CVSC
1319
C.V. Starr & Co
New York
$1.75M
DLA
1320
Douglas Lane & Associates
New York
$1.75M +$11K +200 +0.7%
FANJ
1321
Financial Architects (New Jersey)
New Jersey
$1.75M -$255K -4,640 -13%
QSS
1322
Quantitative Systematic Strategies
Florida
$1.74M +$217K +3,940 +15%
ATFA
1323
All Terrain Financial Advisors
Minnesota
$1.74M +$1.64M +29,740 New
BBA
1324
BLB&B Advisors
Pennsylvania
$1.74M -$85.8K -1,560 -5%
DAS
1325
Dynamic Advisor Solutions
Arizona
$1.73M +$173K +3,140 +12%