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Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
301
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.55M -$28.1K -204 -2%
FIM
302
Freedom Investment Management
Connecticut
$1.53M +$117K +846 +9%
FFA
303
Fragasso Financial Advisors
Pennsylvania
$1.52M +$229K +1,659 +19%
AI
304
Atria Investments
North Carolina
$1.49M +$158K +1,146 +13%
FPCM
305
Financial Partners Capital Management
New York
$1.49M +$12.1K +88 +0.9%
PMG
306
ProVise Management Group
Florida
$1.47M -$82.7K -600 -6%
CP
307
Cumberland Partners
Ontario, Canada
$1.46M +$78.6K +570 +6%
LA
308
LVW Advisors
New York
$1.45M +$349K +2,535 +34%
SCA
309
Snowden Capital Advisors
New York
$1.44M +$179K +1,301 +15%
CIP
310
Capital Insight Partners
Arizona
$1.41M +$689 +5 +0.1%
WP
311
WealthPLAN Partners
Nebraska
$1.41M +$94.8K +688 +8%
LMGAM
312
Liberty Mutual Group Asset Management
Massachusetts
$1.41M
FNT
313
First National Trust
Pennsylvania
$1.38M -$275K -1,992 -17%
AHC
314
Anderson Hoagland & Co
Missouri
$1.38M -$521K -3,780 -29%
FNB
315
Farmers National Bank
Kentucky
$1.37M -$87.8K -637 -6%
Wolverine Trading
316
Wolverine Trading
Illinois
$1.36M -$131K -950 -9%
EVM
317
Eaton Vance Management
Massachusetts
$1.36M -$106K -771 -8%
NAM
318
Needelman Asset Management
California
$1.35M +$3.45K +25 +0.3%
SW
319
SVB Wealth
Massachusetts
$1.33M +$196K +1,419 +18%
CAM
320
Columbia Asset Management
Michigan
$1.3M
ASN
321
Advisory Services Network
Georgia
$1.3M +$777K +5,635 +171%
I
322
IberiaBank
Louisiana
$1.27M -$153K -1,113 -11%
LNWWM
323
Laird Norton Wetherby Wealth Management
California
$1.27M +$40.1K +291 +3%
Mirae Asset Global Investments
324
Mirae Asset Global Investments
South Korea
$1.26M +$426K +3,091 +56%
RCA
325
Rowland Carmichael Advisors
Arizona
$1.26M -$69.1K -501 -6%