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Name Holding Trade Value Shares
Change
Change in
Stake
FAB
401
First American Bank
Illinois
$941K
SCA
402
Snowden Capital Advisors
New York
$938K -$95.8K -2,617 -9%
SGA
403
Strategic Global Advisors
California
$937K +$144K +3,930 +17%
ST
404
Sabal Trust
Florida
$937K -$122K -3,334 -11%
VPP
405
Vertex Planning Partners
Illinois
$937K +$969K +26,456 New
BFA
406
Beacon Financial Advisory
Ohio
$933K +$1.5K +41 +0.2%
ZB
407
Zions Bancorporation
Utah
$928K +$209K +5,718 +28%
HT
408
Heritage Trust
Oklahoma
$927K +$22K +600 +2%
RhumbLine Advisers
409
RhumbLine Advisers
Massachusetts
$925K +$8.53K +233 +0.9%
SW
410
SVB Wealth
Massachusetts
$917K -$659 -18 -0.1%
GC
411
Garde Capital
Washington
$913K
WAAG
412
Wealth Alliance Advisory Group
Kansas
$912K -$22K -600 -2%
LCGC
413
Legacy Capital Group California
California
$911K -$7.36K -201 -0.8%
CAM
414
Cozad Asset Management
Illinois
$904K -$37.6K -1,027 -4%
MCM
415
Mengis Capital Management
Oregon
$902K -$2.45K -67 -0.3%
CIAS
416
Capital Investment Advisory Services
North Carolina
$901K -$24.1K -659 -3%
FM
417
Foster & Motley
Ohio
$901K -$19K -520 -2%
AWA
418
Arete Wealth Advisors
Illinois
$895K -$44.2K -1,207 -5%
PGWM
419
Pitti Group Wealth Management
New York
$889K -$9.45K -258 -1%
GFS
420
GYL Financial Synergies
Connecticut
$881K -$83.8K -2,288 -8%
BL
421
BFSG LLC
California
$873K -$13.2K -360 -1%
UB
422
UMB Bank
Missouri
$871K -$33.9K -926 -4%
SGAM
423
Smith Group Asset Management
Texas
$870K +$900K +24,579 New
VA
424
Vident Advisory
Georgia
$856K +$114K +3,123 +15%
MIM
425
Martin Investment Management
Florida
$848K -$351K -9,580 -29%