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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1026
Valley National Advisers
Pennsylvania
$632K +$405K +1,480 +54%
ACM
1027
Advisors Capital Management
New Jersey
$630K -$3.65M -13,328 -76%
IC
1028
Intersect Capital
California
$627K -$1.14M -4,163 -50%
PFBT
1029
Parkside Financial Bank & Trust
Missouri
$627K +$56.4K +206 +5%
BOH
1030
Bank of Hawaii
Hawaii
$626K -$240K -875 -17%
UAS
1031
United Asset Strategies
New York
$623K +$202K +737 +21%
AWM
1032
Altium Wealth Management
New York
$623K +$324K +1,182 +39%
VFPI
1033
Vantage Financial Partners (Illinois)
Illinois
$623K +$335K +1,225 +42%
BHA
1034
Beech Hill Advisors
New York
$621K -$3.27M -11,950 -74%
WP
1035
WealthSource Partners
California
$621K -$475K -1,735 -29%
Fayez Sarofim & Co
1036
Fayez Sarofim & Co
Texas
$621K -$182K -665 -14%
GSWM
1037
Golden State Wealth Management
California
$621K +$828K +3,026 +266%
IC
1038
InterOcean Capital
Illinois
$619K -$13.5M -49,277 -92%
DBRC
1039
D.B. Root & Company
Pennsylvania
$616K +$193K +705 +21%
CFA
1040
CWS Financial Advisors
Michigan
$615K -$64.6K -236 -11%
UBG
1041
United Bank (Georgia)
Georgia
$614K -$346K -1,265 -24%
ODCM
1042
Old Dominion Capital Management
Virginia
$610K +$60.2K +220 +6%
BOS
1043
Bingham Osborn & Scarborough
California
$609K -$18.1K -66 -2%
SIG
1044
Sargent Investment Group
Maryland
$608K +$363K +1,325 +48%
FAG
1045
Financial Advisory Group
Texas
$607K +$38.3K +140 +4%
MWM
1046
Meridian Wealth Management
Kentucky
$605K -$1.19M -4,345 -52%
EIP
1047
Ellis Investment Partners
Pennsylvania
$605K +$358K +1,309 +39%
BWM
1048
BerganKDV Wealth Management
Minnesota
$604K -$1.59M -5,819 -59%
RFA
1049
Reilly Financial Advisors
California
$603K +$290K +1,058 +35%
EH
1050
Employers Holdings
Nevada
$601K -$118K -430 -10%