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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
651
Jacobi Capital Management
Pennsylvania
$36K +$4.37K +72 +12%
GRP
652
Global Retirement Partners
California
$34K +$27.6K +454 +234%
KPCM
653
Kings Point Capital Management
New York
$32K
NSIM
654
North Star Investment Management
Illinois
$32K
CFA
655
Camarda Financial Advisors
Florida
$32K +$2.19K +36 +6%
ZB
656
Zions Bancorporation
Utah
$32K +$4.98K +82 +16%
SCM
657
Shelton Capital Management
Colorado
$31.4K -$1.96M -32,318 -95%
KPW
658
Kore Private Wealth
New York
$30K +$34.4K +567 New
SAM
659
Shamrock Asset Management
Texas
$28K
SFSIG
660
San Francisco Sentry Investment Group
California
$27K -$61 -1 -0.2%
HIIFS
661
Harel Insurance Investments & Financial Services
Israel
$27K +$30.4K +500 New
TFA
662
Toth Financial Advisory
Virginia
$25K
HNB
663
Huntington National Bank
Ohio
$25K +$1.46K +24 +5%
CFA
664
Carroll Financial Associates
North Carolina
$24K +$15.6K +257 +129%
VCM
665
Versant Capital Management
Arizona
$23K -$1.88K -31 -7%
WTC
666
WhitTier Trust Company
Nevada
$22K +$364 +6 +1%
WPW
667
Winthrop Partners - WNY
New York
$21.7K
CCMW
668
Cypress Capital Management (Wyoming)
Wyoming
$21K -$5.46K -90 -18%
VFA
669
Valeo Financial Advisors
Indiana
$21K -$5.1K -84 -17%
BWM
670
BerganKDV Wealth Management
Minnesota
$21K +$24.3K +400 New
CIM
671
Contravisory Investment Management
Massachusetts
$19K
SIM
672
Sonora Investment Management
Arizona
$19K
GWS
673
Glassman Wealth Services
Virginia
$19K +$243 +4 +1%
FAM
674
Fred Alger Management
New York
$16K -$18.8K -310 -51%
ACS
675
Archford Capital Strategies
Illinois
$16K