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Name Holding Trade Value Shares
Change
Change in
Stake
SA
526
Sovran Advisors
California
$605K +$38.1K +973 +8%
AWMM
527
Aegis Wealth Management (Maryland)
Maryland
$603K +$49.3K +1,258 +11%
WAS
528
Winch Advisory Services
Wisconsin
$603K -$11.4K -292 -2%
CIA
529
Capital Investment Advisors
Georgia
$603K +$32.1K +819 +7%
SCM
530
Sterling Capital Management
North Carolina
$602K -$478K -12,193 -49%
MMA
531
Miracle Mile Advisors
California
$596K +$50.6K +1,291 +11%
ONB
532
Old National Bancorp
Indiana
$596K -$181K -4,621 -27%
CICI
533
Capital Investment Counsel Inc
North Carolina
$594K -$7.84K -200 -2%
PTC
534
Philadelphia Trust Company
Pennsylvania
$593K +$494K +12,612 New
FRA
535
Frank Rimerman Advisors
California
$593K +$8.46K +216 +2%
AMBIA
536
Allen Mooney & Barnes Investment Advisors
Georgia
$589K -$5.68K -145 -1%
PFS
537
Prospect Financial Services
New York
$588K +$235 +6 +0%
FT
538
Fiduciary Trust
Massachusetts
$587K -$137K -3,509 -22%
IA
539
IFP Advisors
Florida
$587K +$34K +867 +7%
AMIM
540
Aull & Monroe Investment Management
Alabama
$586K
WF
541
Welch & Forbes
Massachusetts
$583K +$21.9K +558 +5%
CW
542
CreativeOne Wealth
Kansas
$583K -$47.7K -1,218 -9%
BAAM
543
Baker Avenue Asset Management
California
$583K
PCA
544
Peddock Capital Advisors
Massachusetts
$580K
IWM
545
IHT Wealth Management
Illinois
$580K -$3.1K -79 -0.6%
WA
546
WealthTrust Axiom
Pennsylvania
$579K -$3.76K -96 -0.8%
PC
547
Permanens Capital
New York
$577K
Zurich Cantonal Bank
548
Zurich Cantonal Bank
Switzerland
$576K +$480K +12,256 New
SB
549
Simmons Bank
Arkansas
$574K +$940 +24 +0.2%
CCM
550
Coldstream Capital Management
Washington
$573K +$38K +969 +9%