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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
726
International Assets Investment Management
Florida
$314K +$53.9K +377 +20%
IA
727
IFP Advisors
Florida
$313K – – –
MCM
728
Mengis Capital Management
Oregon
$313K – – –
TPWA
729
TRUE Private Wealth Advisors
Oregon
$313K +$14.3K +100 +5%
LA
730
Lifeworks Advisors
Michigan
$311K +$315K +2,207 New
HSA
731
HBK Sorce Advisory
Pennsylvania
$305K -$269K -1,886 -47%
TAM
732
Townsend Asset Management
North Carolina
$305K +$1K +7 +0.3%
AMCA
733
Arthur M. Cohen & Associates
Illinois
$304K – – –
RPC
734
Rossmore Private Capital
Connecticut
$303K – – –
CCG
735
Coastwise Capital Group
California
$303K +$1.71K +12 +0.6%
CP
736
Camelot Portfolios
Ohio
$303K +$307K +2,147 New
CFG
737
Citizens Financial Group
Rhode Island
$302K -$50K -350 -14%
KMWM
738
Keudell/Morrison Wealth Management
Oregon
$299K +$303K +2,119 New
GCP
739
GSA Capital Partners
United Kingdom
$298K +$302K +2,113 New
RMDI
740
R.M. Davis Inc
Maine
$297K -$103K -721 -25%
RB
741
Renasant Bank
Mississippi
$295K +$298K +2,088 New
Fayez Sarofim & Co
742
Fayez Sarofim & Co
Texas
$294K -$17.1K -120 -5%
CA
743
CapWealth Advisors
Tennessee
$294K -$16.4K -115 -5%
BCCM
744
Bridge Creek Capital Management
Massachusetts
$293K – – –
ECAM
745
East Coast Asset Management
Massachusetts
$293K – – –
PFM
746
Parsec Financial Management
North Carolina
$291K – – –
IF
747
Intrua Financial
Texas
$290K +$33.1K +232 +13%
SCM
748
Stevens Capital Management
Pennsylvania
$289K +$293K +2,049 New
HKIMG
749
Hutchens & Kramer Investment Management Group
Indiana
$288K – – –
VFA
750
Valeo Financial Advisors
Indiana
$288K +$27.6K +193 +10%