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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
926
Shikiar Asset Management
New York
$245K -$118K -600 -34%
SVWAG
927
Sound View Wealth Advisors Group
Georgia
$245K -$16.7K -85 -7%
TI
928
Truehand Inc
New Hampshire
$244K
IC
929
Intersect Capital
California
$244K +$230K +1,173 New
CC
930
Courier Capital
New York
$239K
EHC
931
Everett Harris & Co
California
$235K +$221K +1,127 New
BAM
932
Brave Asset Management
New Jersey
$233K +$219K +1,117 New
BPCE
933
Bank Pictet & Cie (Europe)
Germany
$233K +$220K +1,120 New
GWI
934
Grace & White Inc
New York
$231K +$218K +1,112 New
HT
935
Heritage Trust
Oklahoma
$230K +$216K +1,102 New
BCAM
936
Boston Common Asset Management
Massachusetts
$229K +$216K +1,100 New
SFG
937
SNS Financial Group
Minnesota
$228K
VDI
938
Vaughan David Investments
Illinois
$228K +$214K +1,093 New
SGK
939
Steigerwald Gordon & Koch
Virginia
$227K +$214K +1,092 New
PRWA
940
Platte River Wealth Advisors
Colorado
$226K +$196K +1,000 New
FAIM
941
Financial Advocates Investment Management
Washington
$223K -$60.6K -309 -22%
WT
942
Washington Trust
Rhode Island
$222K +$4.71K +24 +2%
Lido Advisors
943
Lido Advisors
California
$222K +$209K +1,066 New
JWCA
944
J.W. Cole Advisors
Florida
$221K -$71.8K -366 -26%
CF
945
Centaurus Financial
California
$220K -$141K -719 -40%
EFSCE
946
Enterprise Financial Services Corp (EFSC)
Missouri
$220K -$5.88K -30 -3%
PCP
947
Proficio Capital Partners
Massachusetts
$220K +$207K +1,055 New
PFGIA
948
Patriot Financial Group Insurance Agency
Massachusetts
$219K
CWA
949
Clearview Wealth Advisors
Oregon
$219K +$206K +1,051 New
NP
950
NorthRock Partners
Minnesota
$219K +$206K +1,051 New