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Name Holding Trade Value Shares
Change
Change in
Stake
CW
976
Connectus Wealth
Ohio
$227K -$250K -1,175 -51%
CL
977
CPWM LLC
Washington
$227K -$10.6K -50 -4%
CPA
978
Cardiff Park Advisors
California
$226K -$851 -4 -0.4%
FTC
979
Farmers Trust Company
Ohio
$226K -$638 -3 -0.3%
MTIC
980
Missouri Trust & Investment Company
Missouri
$226K +$42.6K +200 +22%
HWA
981
Heartwood Wealth Advisors
Virginia
$224K – – –
SMC
982
Smith, Moore & Co
Missouri
$224K +$234K +1,101 New
WGAM
983
Wilkinson Global Asset Management
New York
$222K -$63.8K -300 -22%
NP
984
NorthRock Partners
Minnesota
$222K +$232K +1,091 New
BFM
985
Boothbay Fund Management
New York
$222K +$232K +1,092 New
GSB
986
Greenfield Savings Bank
Massachusetts
$221K -$3.83K -18 -2%
WP
987
WMS Partners
Maryland
$221K +$231K +1,085 New
CAN
988
Claraphi Advisory Network
United States
$220K +$230K +1,080 New
PWS
989
Precision Wealth Strategies
Missouri
$218K +$199K +935 New
KMC
990
Kirr Marbach & Co
Indiana
$217K +$213 +1 +0.1%
HT
991
HighTower Trust
Texas
$217K +$226K +1,064 New
FI
992
Financial Insights
Washington
$217K +$227K +1,066 New
HFG
993
Heron Financial Group
New York
$216K +$3.19K +15 +1%
CFCI
994
Comprehensive Financial Consultants Institutional
Indiana
$216K +$210K +985 New
AFP
995
Ausdal Financial Partners
Iowa
$216K +$226K +1,062 New
SWM
996
SeaCrest Wealth Management
New York
$215K -$6.81K -32 -3%
SFP
997
Shepherd Financial Partners
Massachusetts
$215K +$225K +1,058 New
TA
998
Tiedemann Advisors
New York
$214K -$426 -2 -0.2%
CCB
999
Cutter & Co Brokerage
Missouri
$214K – – –
ECM
1000
EagleClaw Capital Management
Massachusetts
$214K – – –