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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
701
Whitener Capital Management
North Carolina
$442K +$11.3K +75 +3%
HTC
702
Haverford Trust Company
Pennsylvania
$442K +$140K +935 +50%
PCIA
703
Prime Capital Investment Advisors
Kansas
$440K +$382K +2,546 +1,052%
CAPTRUST Financial Advisors
704
CAPTRUST Financial Advisors
North Carolina
$439K +$126K +841 +43%
CCM
705
Chilton Capital Management
Texas
$437K -$22.5K -150 -5%
TAM
706
Tocqueville Asset Management
New York
$437K +$416K +2,771 New
MBT
707
Montecito Bank & Trust
California
$435K -$12K -80 -3%
CCG
708
Cypress Capital Group
Florida
$434K -$101K -672 -20%
FFN
709
Focus Financial Network
Minnesota
$433K +$411K +2,741 New
PFM
710
Parsec Financial Management
North Carolina
$432K -$60K -400 -13%
STMM
711
South Texas Money Management
Texas
$432K +$410K +2,735 New
HSA
712
HBK Sorce Advisory
Pennsylvania
$425K +$25.2K +168 +7%
HNB
713
Huntington National Bank
Ohio
$425K +$30.2K +201 +8%
PFGIA
714
Patriot Financial Group Insurance Agency
Massachusetts
$425K +$45K +300 +13%
AAM
715
Autus Asset Management
Arizona
$423K +$402K +2,678 New
MCM
716
Mengis Capital Management
Oregon
$418K
FRM
717
Fox Run Management
Connecticut
$417K -$372K -2,482 -48%
IWM
718
IHT Wealth Management
Illinois
$417K +$33K +220 +9%
IFWM
719
Institute for Wealth Management
Colorado
$416K +$395K +2,634 New
LP
720
LMR Partners
United Kingdom
$415K +$395K +2,630 New
NICM
721
Neo Ivy Capital Management
New York
$410K +$390K +2,598 New
WCM
722
Weld Capital Management
New York
$404K -$1.16M -7,735 -75%
CAM
723
Cozad Asset Management
Illinois
$400K -$7.5K -50 -2%
MFAM
724
Motley Fool Asset Management
Virginia
$400K +$64.4K +429 +20%
PA
725
Profund Advisors
Maryland
$400K +$68.6K +457 +22%