Name Holding Trade Value Shares
Change
Change in
Stake
SSB
501
Sandy Spring Bank
Maryland
$29K – – –
LC
502
Lindbrook Capital
California
$29K +$870 +7 +3%
LJHT
503
Laurie J. Hall Trustee
$26K – – –
SIM
504
Sonora Investment Management
Arizona
$26K – – –
EIP
505
Ellis Investment Partners
Pennsylvania
$26K +$124 +1 +0.5%
MRCM
506
M&R Capital Management
New Jersey
$25K – – –
APA
507
American Portfolios Advisors
New York
$24.9K -$4.1K -33 -15%
TWA
508
TCI Wealth Advisors
Arizona
$24K – – –
Parallax Volatility Advisers
509
Parallax Volatility Advisers
California
$22K +$20.9K +168 New
FP
510
Financial Perspectives
Minnesota
$21.3K – – –
SFS
511
Sowell Financial Services
Arkansas
$20K +$6.22K +50 +46%
RPWA
512
Regent Peak Wealth Advisors
Georgia
$20K +$18.9K +152 New
ACA
513
Atlas Capital Advisors
Wyoming
$19.9K +$19K +153 New
ACM
514
AUA Capital Management
Pennsylvania
$19K – – –
IAIM
515
International Assets Investment Management
Florida
$19K +$18.7K +150 New
ANBT
516
American National Bank & Trust
Texas
$18K -$3.36K -27 -17%
EIM
517
Essex Investment Management
Massachusetts
$18K – – –
BWM
518
Baystate Wealth Management
Massachusetts
$15K – – –
ZB
519
Zions Bancorporation
Utah
$15K – – –
GEA
520
Glen Eagle Advisors
New Jersey
$14.9K – – –
FCH
521
Freestone Capital Holdings
Washington
$13.6K -$28.2K -227 -68%
MAM
522
Marquette Asset Management
Minnesota
$13K – – –
AWA
523
Arkadios Wealth Advisors
Georgia
$12K – – –
EARNEST Partners
524
EARNEST Partners
Georgia
$12K – – –
HWA
525
HHM Wealth Advisors
Tennessee
$12K – – –