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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1176
SVA Wealth Management
Wisconsin
$297K +$43.3K +1,394 +18%
AW
1177
Alpha Windward
Massachusetts
$296K -$16.3K -526 -5%
CI
1178
Chartist Inc
California
$296K +$282K +9,080 New
SAM
1179
Security Asset Management
New York
$294K – – –
MHS
1180
M Holdings Securities
Oregon
$294K +$62.8K +2,022 +29%
SS
1181
Sunbelt Securities
Texas
$290K +$124 +4 +0%
CFA
1182
Carroll Financial Associates
North Carolina
$289K -$6.27K -202 -2%
KP
1183
Keel Point
Alabama
$287K +$52.7K +1,696 +24%
COI
1184
Connable Office Inc
Michigan
$285K – – –
LC
1185
Lourd Capital
California
$284K +$13.6K +438 +5%
DM
1186
Diker Management
New York
$281K – – –
TBA
1187
Train Babcock Advisors
New York
$281K – – –
CL
1188
CSS LLC
Illinois
$280K – – –
DWM
1189
Destination Wealth Management
California
$276K +$263K +8,470 New
QCG
1190
Quadrant Capital Group
Ohio
$271K +$21.9K +704 +9%
NG
1191
Northstar Group
New York
$270K -$6.21K -200 -2%
Lido Advisors
1192
Lido Advisors
California
$269K -$311K -10,028 -55%
RS
1193
Robeco Schweiz
Switzerland
$269K – – –
SIA
1194
Starfire Investment Advisers
Michigan
$268K -$28.6K -920 -10%
CSS
1195
Cubist Systematic Strategies
Connecticut
$268K -$1.39M -44,784 -84%
SSWM
1196
Smith Salley Wealth Management
North Carolina
$267K +$28.8K +926 +13%
NYLT
1197
New York Life Trust
New York
$266K -$34K -1,094 -12%
CS
1198
Comerica Securities
Michigan
$266K +$22.1K +712 +10%
CGL
1199
Clarius Group LLC
Washington
$264K +$9.69K +312 +4%
BFG
1200
Beacon Financial Group
Texas
$263K – – –