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Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
401
Point View Wealth Management
New Jersey
$834K -$19.4K -127 -2%
EARNEST Partners
402
EARNEST Partners
Georgia
$833K
AWA
403
Arete Wealth Advisors
Illinois
$826K +$184K +1,207 +31%
ZCA
404
Zeke Capital Advisors
Pennsylvania
$820K +$56.6K +371 +8%
FG
405
Fiduciary Group
Georgia
$818K +$10.2K +67 +1%
FIA
406
FNY Investment Advisers
New York
$818K +$641K +4,200 +525%
WAM
407
Wealthspire Advisors (Maryland)
Maryland
$817K -$84.2K -552 -10%
FANJ
408
Financial Architects (New Jersey)
New Jersey
$815K -$15.3K -100 -2%
Bessemer Group
409
Bessemer Group
New Jersey
$814K -$192K -1,260 -20%
FWCM
410
Ferguson Wellman Capital Management
Oregon
$805K -$12.2K -80 -2%
Luther King Capital Management (LKCM)
411
Luther King Capital Management (LKCM)
Texas
$792K +$1.37K +9 +0.2%
I
412
IberiaBank
Louisiana
$790K -$123K -805 -14%
SIM
413
Sterling Investment Management
Arizona
$785K +$732K +4,798 New
FBT
414
First Bankers Trust
Kentucky
$784K -$515K -3,378 -41%
BAM
415
Burgundy Asset Management
Ontario, Canada
$775K
FWM
416
Frontier Wealth Management
Missouri
$773K +$70.5K +462 +11%
CCA
417
Checchi Capital Advisers
California
$760K +$91.4K +599 +15%
TCM
418
Traynor Capital Management
Pennsylvania
$743K +$120K +786 +21%
GT
419
Glenview Trust
Kentucky
$742K
WA1
420
Wimmer Associates 1
California
$738K
SWRP
421
Summit Wealth & Retirement Planning
California
$732K
AC
422
Addison Capital
Pennsylvania
$724K -$13.7K -90 -2%
MCM
423
Mitchell Capital Management
Kansas
$723K -$3.97K -26 -0.6%
HH
424
Hilltop Holdings
Texas
$711K +$30.7K +201 +5%
RPC
425
Rossmore Private Capital
Connecticut
$704K