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Name Holding Trade Value Shares
Change
Change in
Stake
AF
601
Allworth Financial
California
$972K +$895K +351 +900%
S
602
SignatureFD
Georgia
$967K -$20.4K -8 -2%
AC
603
Avestar Capital
New York
$965K +$5.1K +2 +0.5%
SF
604
Symphony Financial
Texas
$961K -$17.9K -7 -2%
WBC
605
Westpac Banking Corp
Australia
$960K -$5.07M -1,987 -84%
DGAM
606
Desjardins Global Asset Management
Quebec, Canada
$950K +$367K +144 +61%
CT
607
Caldwell Trust
Florida
$950K +$2.55K +1 +0.3%
BIA
608
Benchmark Investment Advisors
Illinois
$947K -$2.55K -1 -0.3%
KFP
609
KB Financial Partners
New Jersey
$947K +$875K +343 +927%
CS
610
Comerica Securities
Michigan
$945K -$112K -44 -10%
BCM
611
Beck Capital Management
Texas
$940K -$40.8K -16 -4%
ESCM
612
Echo Street Capital Management
New York
$940K +$291K +114 +43%
BL
613
Balentine LLC
Georgia
$938K +$7.65K +3 +0.8%
KeyBank National Association
614
KeyBank National Association
Ohio
$933K -$7.65K -3 -0.8%
KGC
615
Kennon-Green & Company
Ohio
$930K
GC
616
Gould Capital
Washington
$920K -$15.3K -6 -2%
MFS
617
Mirabella Financial Services
United Kingdom
$915K +$714K +280 +322%
BW
618
Bison Wealth
Georgia
$910K +$28.1K +11 +3%
3IP
619
3Chopt Investment Partners
Virginia
$905K +$166K +65 +22%
PFSC
620
Peoples Financial Services Corp
Pennsylvania
$905K
NFG
621
Nations Financial Group
Iowa
$903K +$10.2K +4 +1%
TMAM
622
Tokio Marine Asset Management
Japan
$903K +$17.9K +7 +2%
CNBTD
623
Citizens National Bank Trust Department
Mississippi
$900K
HWM
624
Hohimer Wealth Management
Washington
$890K -$43.4K -17 -5%
CAM
625
Carret Asset Management
New York
$885K -$745K -292 -45%