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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
826
Snowden Capital Advisors
New York
$359K -$7.02K -22 -2%
GIA
827
GHP Investment Advisors
Colorado
$356K -$35.1K -110 -9%
LC
828
Lindbrook Capital
California
$353K +$375K +1,174 New
OC
829
Oakworth Capital
Alabama
$350K +$228K +713 +158%
TPWA
830
TRUE Private Wealth Advisors
Oregon
$347K – – –
HIC
831
Holderness Investments Company
North Carolina
$342K +$23.9K +75 +7%
PAS
832
Park Avenue Securities
New York
$338K +$124K +388 +62%
VWM
833
Venturi Wealth Management
Texas
$337K +$350K +1,097 New
RP
834
Rice Partnership
Hawaii
$336K +$40.2K +126 +13%
ECM
835
Evergreen Capital Management
Washington
$333K -$5.74K -18 -2%
CAW
836
Cornerstone Advisors (Washington)
Washington
$333K +$3.51K +11 +1%
IA
837
IFP Advisors
Florida
$332K -$81.7K -256 -18%
MC
838
Montag & Caldwell
Georgia
$331K – – –
NED
839
Nancy E. Dempze
$331K – – –
IP
840
Investment Partners
Ohio
$331K +$351K +1,100 New
CA
841
Cetera Advisors
Colorado
$330K -$259K -810 -43%
MIH
842
Madison Investment Holdings
Wisconsin
$330K +$349K +1,095 New
BFM
843
Boston Financial Management
Massachusetts
$329K -$385K -1,206 -52%
GEM
844
Global Endowment Management
North Carolina
$328K -$6.06M -18,990 -95%
BA
845
Boston Advisors
Massachusetts
$328K +$9.89K +31 +3%
PA
846
Probity Advisors
Texas
$321K -$8.3K -26 -2%
OPPM
847
Opus Point Partners Management
New York
$320K +$9.57K +30 +3%
MCM
848
McKinley Capital Management
Alaska
$320K +$107K +336 +46%
NB
849
NBT Bank
New York
$319K -$33.2K -104 -9%
FGC
850
Financial Gravity Companies
Texas
$319K +$307K +963 New