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Name Holding Trade Value Shares
Change
Change in
Stake
PP
301
Patten & Patten
Tennessee
$963K -$6.02K -250 -0.6%
TCA
302
Tortoise Capital Advisors
Kansas
$957K
AWM
303
Altium Wealth Management
New York
$947K +$81.2K +3,370 +9%
FCI
304
Financial Counselors Inc
Kansas
$943K -$9.44K -392 -1%
PA
305
Pinnacle Associates
New York
$940K +$71.6K +2,974 +8%
IAMOG
306
Investors Asset Management of Georgia
Georgia
$929K +$51.8K +2,150 +6%
VAS
307
Vestmark Advisory Solutions
Massachusetts
$925K +$634K +26,326 +226%
PCM
308
Prelude Capital Management
New York
$918K -$69.4K -2,883 -7%
WJA
309
Willis Johnson & Associates
Texas
$905K -$39.2K -1,627 -4%
XF
310
XML Financial
Maryland
$902K -$11.2K -466 -1%
GC
311
Garde Capital
Washington
$898K +$66.3K +2,754 +8%
SMC
312
Smith, Moore & Co
Missouri
$892K +$110K +4,549 +14%
CCFCSB
313
Cape Cod Five Cents Savings Bank
Massachusetts
$889K -$75.3K -3,125 -8%
IAA
314
Independent Advisor Alliance
North Carolina
$886K -$42.2K -1,751 -5%
BRWA
315
B. Riley Wealth Advisors
Florida
$868K +$123K +5,124 +17%
SSG
316
Summit Securities Group
New York
$864K +$265K +11,000 +45%
ACI
317
AMP Capital Investors
Australia
$862K -$2.11M -87,659 -71%
VVP
318
Venture Visionary Partners
Ohio
$862K +$365K +15,173 +75%
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$857K -$93.9K -3,899 -10%
SWM
320
SeaCrest Wealth Management
New York
$854K +$87K +3,613 +11%
IC
321
IEQ Capital
California
$850K +$52.1K +2,163 +7%
ACM
322
Argyle Capital Management
Pennsylvania
$845K
GRP
323
Global Retirement Partners
California
$842K +$36.6K +1,522 +5%
S
324
SignatureFD
Georgia
$837K +$168K +6,996 +26%
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$832K +$321K +13,350 +64%