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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
851
Institute for Wealth Management
Colorado
$1.22M -$505 -3 -0%
HC
852
Henshaw Capital
Massachusetts
$1.22M -$16.8K -100 -1%
CS
853
Comerica Securities
Michigan
$1.22M +$206K +1,223 +23%
WAS
854
WESPAC Advisors SoCal
California
$1.21M +$54.7K +325 +5%
YIA
855
YHB Investment Advisors
Connecticut
$1.21M +$58.9K +350 +6%
LJAC
856
L.J. Altfest & Co
New York
$1.21M -$262K -1,555 -19%
WAM
857
Wealthspire Advisors (Maryland)
Maryland
$1.2M -$23.9K -142 -2%
LWCFA
858
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.19M -$10.1K -60 -0.9%
KTC
859
Kistler-Tiffany Companies
Pennsylvania
$1.19M +$177K +1,055 +19%
CBT
860
Capital Bank & Trust
California
$1.19M -$164K -973 -13%
FUBT
861
First United Bank & Trust
Maryland
$1.19M -$13.6K -81 -1%
BP
862
Ballentine Partners
Massachusetts
$1.17M +$26.4K +157 +3%
CCM
863
Canal Capital Management
Virginia
$1.16M -$78.5K -467 -7%
TI
864
Trexquant Investment
Connecticut
$1.16M +$1.07M +6,371 New
OMC
865
Overbrook Management Corp
New York
$1.16M – – –
S
866
SignatureFD
Georgia
$1.16M -$150K -891 -12%
GAM
867
Grandview Asset Management
Pennsylvania
$1.15M -$103K -610 -9%
OWD
868
Osborn Williams & Donohoe
Ohio
$1.15M +$87.1K +518 +9%
TAM
869
Tocqueville Asset Management
New York
$1.14M -$7.57K -45 -0.7%
LFM
870
Lumina Fund Management
New York
$1.13M – – –
SCM
871
Sterling Capital Management
North Carolina
$1.12M -$170K -1,012 -14%
FHC
872
First Heartland Consultants
Missouri
$1.12M -$117K -697 -10%
FLI
873
Family Legacy Inc
South Carolina
$1.11M +$56.5K +336 +6%
PFO
874
Pathstone Family Office
New Jersey
$1.11M +$245K +1,456 +31%
FAIM
875
Financial Advocates Investment Management
Washington
$1.11M -$81.2K -483 -7%
33 34
35
36 37