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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1351
Apriem Advisors
California
$1.04M +$293K +803 +39%
HFBOT
1352
Home Federal Bank of Tennessee
Tennessee
$1.03M +$5.47K +15 +0.5%
CCA
1353
Cobblestone Capital Advisors
New York
$1.03M +$158K +433 +18%
KPW
1354
Kore Private Wealth
New York
$1.03M -$72.2K -198 -7%
PFM
1355
Parsec Financial Management
North Carolina
$1.02M -$8.39K -23 -0.8%
GCAC
1356
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.02M -$255K -700 -20%
NWS
1357
Newport Wealth Strategies
California
$1.02M -$118K -324 -11%
LF
1358
Lantz Financial
Illinois
$1.02M +$39.4K +108 +4%
GEA
1359
Glen Eagle Advisors
New Jersey
$1.01M +$185K +508 +22%
FC
1360
Ferris Capital
Massachusetts
$1.01M -$5.83K -16 -0.6%
MWM
1361
Modera Wealth Management
New Jersey
$1.01M +$70.7K +194 +8%
GH
1362
GAM Holding
Switzerland
$1M -$729K -1,999 -42%
PFGIA
1363
Patriot Financial Group Insurance Agency
Massachusetts
$1M +$60.5K +166 +6%
PAS
1364
Park Avenue Securities
New York
$1M +$244K +670 +32%
TIA
1365
Tiemann Investment Advisors
California
$999K -$25.2K -69 -2%
FLPIM
1366
F.L. Putnam Investment Management
Massachusetts
$996K -$1.56M -4,266 -61%
ZCI
1367
Zevenbergen Capital Investments
Washington
$996K +$29.2K +80 +3%
QCIG
1368
Quad-Cities Investment Group
Iowa
$987K -$33.5K -92 -3%
JMFC
1369
J.M. Forbes & Co
Massachusetts
$985K
WPC
1370
White Pine Capital
Minnesota
$985K
BWM
1371
Bernicke Wealth Management
Wisconsin
$985K +$987K +2,706 New
RIA
1372
Regal Investment Advisors
Michigan
$984K +$117K +320 +13%
CG
1373
Cynosure Group
Utah
$983K +$985K +2,701 New
KFA
1374
Kelleher Financial Advisors
New York
$983K +$986K +2,703 New
ACM
1375
Alta Capital Management
Utah
$982K +$202K +555 +26%