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Name Holding Trade Value Shares
Change
Change in
Stake
RA
626
RFG Advisory
Alabama
$350K +$367K +2,667 New
HSA
627
HBK Sorce Advisory
Pennsylvania
$348K +$6.6K +48 +2%
JWM
628
Jacobus Wealth Management
Wisconsin
$345K
FHA
629
First Horizon Advisors
Tennessee
$343K -$12.8K -93 -3%
MC
630
Moors & Cabot
Massachusetts
$341K +$107K +778 +43%
WFG
631
Windsor Financial Group
Minnesota
$338K
HH
632
Hilltop Holdings
Texas
$337K -$198K -1,437 -36%
HIS
633
Horizon Investment Services
Indiana
$334K +$8.11K +59 +2%
CT
634
Chicago Trust
Illinois
$333K -$137K -995 -28%
LNWWM
635
Laird Norton Wetherby Wealth Management
California
$332K +$16.6K +121 +5%
SIG
636
Schooner Investment Group
Pennsylvania
$328K -$179K -1,300 -34%
BCM
637
Becker Capital Management
Oregon
$327K -$2.06K -15 -0.6%
ST
638
Spinnaker Trust
Maine
$324K
EWM
639
Evercore Wealth Management
New York
$321K -$95.2K -692 -22%
FBFS
640
First Business Financial Services
Wisconsin
$319K +$18K +131 +6%
CCM
641
Compton Capital Management
Rhode Island
$318K -$6.88K -50 -2%
MSU
642
Maple Securities USA
New Jersey
$314K +$330K +2,397 New
RHBC
643
R.H. Bluestein & Co
Michigan
$309K -$785K -5,705 -71%
PWMAG
644
Pinnacle Wealth Management Advisory Group
New Jersey
$308K -$82.5K -600 -20%
BB
645
Bell Bank
North Dakota
$307K -$44K -320 -12%
GCAC
646
Guardian Capital Advisors (Canada)
Ontario, Canada
$307K
CC
647
Cannell & Co
New York
$302K
BA
648
BlackRock Advisors
Delaware
$300K +$58.3K +424 +23%
PAS
649
Partnervest Advisory Services
California
$300K +$315K +2,288 New
BA
650
Boston Advisors
Massachusetts
$299K +$275 +2 +0.1%