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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
876
Leonteq Securities AG
Switzerland
$255K +$93.8K +514 +57%
BB
877
Busey Bank
Illinois
$254K -$13.7K -75 -5%
PCM
878
Parsons Capital Management
Rhode Island
$254K – – –
CFA
879
CWS Financial Advisors
Michigan
$254K +$31.4K +172 +14%
ABC
880
Associated Banc-Corp
Wisconsin
$252K +$12.8K +70 +5%
CIM
881
CIM Investment Management
Pennsylvania
$250K -$1.28K -7 -0.5%
CWS
882
Cypress Wealth Services
California
$250K +$1.28K +7 +0.5%
WCF
883
West Coast Financial
California
$250K +$39.8K +218 +19%
MFW
884
Meristem Family Wealth
Minnesota
$249K – – –
BFG
885
Barber Financial Group
Kansas
$249K +$253K +1,385 New
BRM
886
Boston Research & Management
Massachusetts
$247K – – –
VFA
887
Valeo Financial Advisors
Indiana
$247K +$2.92K +16 +1%
BP
888
Ballentine Partners
Massachusetts
$245K +$28.3K +155 +13%
PCMC
889
Paragon Capital Management (Colorado)
Colorado
$243K – – –
NA
890
Navellier & Associates
Nevada
$242K -$2.21M -12,083 -90%
FCH
891
Freestone Capital Holdings
Washington
$241K -$66.6K -365 -21%
BU
892
BBVA USA
Alabama
$241K +$244K +1,339 New
EWM
893
Evermay Wealth Management
Virginia
$239K -$119K -650 -33%
PFA
894
Pure Financial Advisors
California
$239K – – –
TTWM
895
TCV Trust & Wealth Management
Virginia
$239K – – –
MCM
896
Maryland Capital Management
Maryland
$238K +$8.4K +46 +4%
CG
897
Caprock Group
Idaho
$237K -$331K -1,813 -58%
AC
898
Avestar Capital
New York
$237K +$240K +1,317 New
TFM
899
TFC Financial Management
Massachusetts
$236K – – –
SS
900
Simplicity Solutions
Minnesota
$236K +$239K +1,312 New