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Name Holding Trade Value Shares
Change
Change in
Stake
PA
951
Parallel Advisors
California
$703K -$17.6K -119 -2%
PK
952
Pflug Koory
Nebraska
$702K -$5.16K -35 -0.7%
JG
953
Jefferies Group
New York
$698K +$550K +3,726 +270%
SMC
954
Smith, Moore & Co
Missouri
$698K -$49K -332 -6%
AFA
955
Arlington Financial Advisors
California
$697K
EWM
956
Edge Wealth Management
New York
$696K -$109K -741 -13%
GDP
957
Great Diamond Partners
Maine
$696K +$110K +748 +17%
HWM
958
Hohimer Wealth Management
Washington
$695K +$148K +1,000 +24%
BOTW
959
Bank of the West
California
$691K +$35.1K +238 +5%
ME
960
McIlrath & Eck
Washington
$691K +$83.1K +563 +13%
WPP
961
Whalerock Point Partners
Rhode Island
$688K -$9.74K -66 -1%
UBG
962
United Bank (Georgia)
Georgia
$686K -$3.25K -22 -0.4%
TCA
963
Transcend Capital Advisors
New Jersey
$686K +$96.2K +652 +15%
MIM
964
Moseley Investment Management
Florida
$685K +$225K +1,523 +44%
SMP
965
Santa Monica Partners
Florida
$684K
AWA
966
Arete Wealth Advisors
Illinois
$683K -$139K -939 -16%
TA
967
TFG Advisers
Michigan
$683K -$4.13K -28 -0.6%
ZIG
968
Zullo Investment Group
Pennsylvania
$683K +$32.3K +219 +5%
PNC
969
Park National Corp
Ohio
$681K -$36.6K -248 -5%
CHA
970
Carmichael Hill & Associates
Maryland
$681K +$28.9K +196 +4%
PP
971
Prudential plc
United Kingdom
$677K +$86.3K +585 +13%
FBA
972
Front Barnett Associates
Illinois
$673K -$17.7K -120 -2%
BSI
973
Bennett Selby Investments
Maine
$671K -$701K -4,755 -49%
WAAG
974
Wealth Alliance Advisory Group
Kansas
$669K +$54.6K +370 +8%
GWS
975
Glassman Wealth Services
Virginia
$667K +$15.2K +103 +2%