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Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
451
KeyBank National Association
Ohio
$880K -$54.7K -98 -5%
IC
452
Inverness Counsel
New York
$870K -$1.68K -3 -0.2%
TFCM
453
Taylor Frigon Capital Management
Arizona
$865K +$6.7K +12 +0.7%
ASN
454
Advisory Services Network
Georgia
$863K -$176K -315 -15%
MOS
455
MGO One Seven
Ohio
$861K -$1.76M -3,154 -64%
SXL
456
Summit X LLC
Missouri
$853K +$35.7K +64 +4%
ICG
457
InterOcean Capital Group
Tennessee
$848K +$995K +1,783 New
LFAS
458
Level Four Advisory Services
Texas
$846K -$50.8K -91 -5%
V
459
Veritable
Delaware
$842K +$19.5K +35 +2%
MGWM
460
Marks Group Wealth Management
Minnesota
$841K -$34K -61 -3%
WA
461
Wambolt & Associates
Colorado
$838K +$33.5K +60 +4%
LSA
462
L & S Advisors
California
$835K -$378K -677 -28%
CAM
463
Cypress Asset Management
Texas
$835K +$14K +25 +1%
NF
464
NTB Financial
Colorado
$832K +$414K +741 +74%
LWAC
465
Laurel Wealth Advisors (California)
California
$830K -$209K -375 -18%
HCM
466
HMS Capital Management
Tennessee
$824K -$896K -1,605 -48%
SFA
467
Souders Financial Advisors
Ohio
$816K +$16.2K +29 +2%
Lazard Asset Management
468
Lazard Asset Management
New York
$811K +$917K +1,643 +2,650%
IVP
469
Intrinsic Value Partners
Arizona
$793K +$930K +1,667 New
CG
470
Caprock Group
Idaho
$784K -$92.7K -166 -9%
LIM
471
Leavell Investment Management
Alabama
$784K – – –
BWM
472
Bulltick Wealth Management
Florida
$781K -$7.26K -13 -0.8%
FAM
473
Fred Alger Management
New York
$779K -$20M -35,865 -96%
VT
474
Vise Technologies
New York
$769K +$373K +669 +71%
CP
475
Cumberland Partners
Ontario, Canada
$768K +$502K +900 +126%