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Name Holding Trade Value Shares
Change
Change in
Stake
CAC
726
Certified Advisory Corp
Florida
$296K +$303K +1,763 +2,798%
CT
727
Chicago Trust
Illinois
$292K – – –
CA
728
Calton & Associates
Florida
$292K +$56.9K +331 +23%
P
729
Pitcairn
Pennsylvania
$290K -$7.56K -44 -2%
CHA
730
Cedar Hill Associates
Illinois
$290K – – –
LOAME
731
Lombard Odier Asset Management (Europe)
United Kingdom
$289K -$24.6K -143 -7%
CRC
732
Curi RMB Capital
Illinois
$289K -$13.6K -79 -4%
DLA
733
Douglas Lane & Associates
New York
$288K – – –
BRF
734
B. Riley Financial
California
$285K +$3.78K +22 +1%
Fisher Asset Management
735
Fisher Asset Management
Washington
$285K +$7.91K +46 +3%
SCM
736
Shelton Capital Management
Colorado
$284K – – –
VCM
737
Vigilant Capital Management
Maine
$284K – – –
FMB
738
Field & Main Bank
Kentucky
$280K -$4.3K -25 -1%
OIA
739
Optimum Investment Advisors
Illinois
$280K – – –
RMDI
740
R.M. Davis Inc
Maine
$279K – – –
BAM
741
Bruderman Asset Management
New York
$279K +$295K +1,719 New
WDA
742
Wendell David Associates
New Hampshire
$276K – – –
FWM
743
Frontier Wealth Management
Missouri
$276K +$292K +1,700 New
WP
744
WMS Partners
Maryland
$274K – – –
ZB
745
Zions Bancorporation
Utah
$273K +$289K +1,682 New
BW
746
Bison Wealth
Georgia
$268K -$27.5K -160 -9%
CAPTRUST Financial Advisors
747
CAPTRUST Financial Advisors
North Carolina
$267K +$2.23K +13 +0.8%
GLA
748
Good Life Advisors
Pennsylvania
$266K -$3.27K -19 -1%
ClearBridge Investments
749
ClearBridge Investments
New York
$265K +$241K +1,400 +596%
RR
750
Robotti Robert
$260K – – –