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Name Holding Trade Value Shares
Change
Change in
Stake
CT
601
Chicago Trust
Illinois
$479K – – –
FNBOMD
602
First National Bank of Mount Dora
Florida
$477K -$9.35K -60 -2%
CFA
603
Carroll Financial Associates
North Carolina
$475K -$9.5K -61 -2%
FWP
604
FAS Wealth Partners
Kansas
$473K -$84.1K -540 -15%
BEAM
605
Baker Ellis Asset Management
Washington
$470K -$171K -1,100 -26%
AWM
606
Altium Wealth Management
New York
$462K +$28.8K +185 +7%
CA
607
Commerzbank Aktiengesellschaft
Germany
$460K -$7.01K -45 -1%
SPI
608
Santori & Peters Inc
Pennsylvania
$460K +$466K +2,990 New
BSW
609
Buckingham Strategic Wealth
Missouri
$459K – – –
I
610
IberiaBank
Louisiana
$451K +$7.48K +48 +2%
CIBC Private Wealth Group
611
CIBC Private Wealth Group
Georgia
$449K +$31.2K +200 +7%
SC
612
Schulhoff & Co
Ohio
$447K – – –
B
613
Bailard
California
$447K +$452K +2,901 New
IWM
614
IHT Wealth Management
Illinois
$444K -$11.1K -71 -2%
ECM
615
Everence Capital Management
Indiana
$440K – – –
SCG
616
Sonata Capital Group
Washington
$440K – – –
Voloridge Investment Management
617
Voloridge Investment Management
Florida
$438K -$22.5M -144,638 -98%
JFA
618
Johanson Financial Advisors
California
$438K +$16.4K +105 +4%
Cetera Investment Advisers
619
Cetera Investment Advisers
Illinois
$434K +$30.1K +193 +7%
WSCM
620
Wellington Shields Capital Management
New York
$427K -$28K -180 -6%
PWMAG
621
Pinnacle Wealth Management Advisory Group
New Jersey
$426K -$17.8K -114 -4%
OPTFSNA
622
Old Point Trust & Financial Services N A
Virginia
$424K -$46.7K -300 -10%
CWM
623
Confluence Wealth Management
Oregon
$424K -$17.6K -113 -4%
FANJ
624
Financial Architects (New Jersey)
New Jersey
$423K +$623 +4 +0.1%
HIC
625
Holderness Investments Company
North Carolina
$419K +$8.41K +54 +2%