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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Chesapeake Wealth Management
Virginia
$368K -$86.2K -800 -19%
AI
702
AXS Investments
New York
$368K +$358K +3,320 New
DMBA
703
Deseret Mutual Benefit Administrators
Utah
$367K -$197K -1,828 -36%
PWAG
704
Polaris Wealth Advisory Group
California
$366K – – –
PIP
705
Peachtree Investment Partners
Florida
$364K +$22.8K +212 +7%
KWA
706
Kellett Wealth Advisors
Ohio
$362K +$352K +3,268 New
AIM
707
Alhambra Investment Management
Florida
$361K – – –
IA
708
IFP Advisors
Florida
$360K -$14.7K -136 -4%
SIM
709
Sentry Investment Management
Wisconsin
$359K – – –
KA
710
Klingman & Associates
New York
$359K +$431 +4 +0.1%
CS
711
Comerica Securities
Michigan
$357K +$862 +8 +0.2%
IC
712
Intersect Capital
California
$357K +$10.8K +100 +3%
ER
713
Enlightenment Research
Florida
$355K -$43.1K -400 -11%
HT
714
Heritage Trust
Oklahoma
$355K – – –
SSA
715
Schonfeld Strategic Advisors
New York
$355K +$345K +3,200 New
JFL
716
Jarislowsky, Fraser Ltd
Quebec, Canada
$354K – – –
AG
717
AIA Group
Hong Kong
$354K +$29.7K +276 +9%
CTC
718
Central Trust Company
Missouri
$348K – – –
PSUF
719
People's United Financial
Connecticut
$346K +$3.45K +32 +1%
TMAM
720
Tokio Marine Asset Management
Japan
$345K +$6.03K +56 +2%
SCA
721
Snowden Capital Advisors
New York
$344K +$93.5K +868 +39%
DAM
722
Derbend Asset Management
Georgia
$342K – – –
IP
723
Innovative Portfolios
Indiana
$341K – – –
SEP
724
Southland Equity Partners
Missouri
$340K +$2.59K +24 +0.8%
MGP
725
Metis Global Partners
California
$339K +$329K +3,056 New