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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
676
Carroll Financial Associates
North Carolina
$494K +$63.9K +211 +17%
GWM
677
Geneos Wealth Management
Colorado
$491K -$660K -2,179 -61%
PFBT
678
Parkside Financial Bank & Trust
Missouri
$490K +$3.63K +12 +0.9%
TH
679
TCTC Holdings
Texas
$485K +$424K +1,400 New
EP
680
Eudaimonia Partners
Tennessee
$484K +$1.51K +5 +0.4%
DT
681
Diversified Trust
Tennessee
$481K -$39.7K -131 -9%
AWA
682
ARS Wealth Advisors
Florida
$481K +$16.4K +54 +4%
TCA
683
Transcend Capital Advisors
New Jersey
$480K +$420K +1,387 New
AC
684
Alexandria Capital
Virginia
$479K – – –
RCS
685
Retirement Capital Strategies
California
$478K – – –
PA
686
Probity Advisors
Texas
$477K +$15.1K +50 +4%
Holocene Advisors
687
Holocene Advisors
New York
$474K +$415K +1,370 New
TMAM
688
Tokio Marine Asset Management
Japan
$472K +$84.5K +279 +26%
QAM
689
QCI Asset Management
New York
$471K -$20.4M -67,439 -98%
PTC
690
Private Trust Company
Ohio
$470K -$91.5K -302 -18%
IB
691
Intrust Bank
Kansas
$470K -$37K -122 -8%
AA
692
Ancora Advisors
Ohio
$467K – – –
BP
693
Ballentine Partners
Massachusetts
$454K -$29.4K -97 -7%
QVT
694
Quantitative Value Technologies
Kansas
$448K -$4.85K -16 -1%
BP
695
BBR Partners
New York
$446K -$1.51K -5 -0.4%
IAA
696
Independent Advisor Alliance
North Carolina
$442K -$7.57K -25 -2%
SW
697
SVB Wealth
Massachusetts
$440K +$21.5K +71 +6%
HI
698
Humankind Investments
New York
$438K +$129K +425 +51%
AIC
699
Ameritas Investment Company
Nebraska
$435K -$393K -1,296 -63%
SIA
700
SkyView Investment Advisors
New Jersey
$434K – – –