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Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
401
Kathleen S. Wright Associates
Pennsylvania
$997K
PNAA
402
Pictet North America Advisors
Switzerland
$993K +$15.2K +80 +1%
BPC
403
Banque Pictet & Cie
Switzerland
$977K +$15.2K +80 +1%
MCM
404
McKinley Capital Management
Alaska
$976K -$29.9K -157 -3%
MA
405
MUFG Americas
New York
$971K -$37.5K -197 -3%
CS
406
Comerica Securities
Michigan
$970K +$136K +715 +15%
BDS
407
Banco de Sabadell
Florida
$965K -$27.8K -146 -3%
FWM
408
Frontier Wealth Management
Missouri
$957K -$9.89K -52 -0.9%
KFGK
409
Keystone Financial Group (Kentucky)
Kentucky
$955K
RWM
410
Ritholtz Wealth Management
New York
$951K -$189K -995 -15%
BTWM
411
Baker Tilly Wealth Management
Wisconsin
$941K -$20.2K -106 -2%
SIMM
412
Stillwater Investment Management (Minnesota)
Minnesota
$940K -$66.4K -349 -6%
LFAS
413
Level Four Advisory Services
Texas
$937K -$127K -666 -11%
MLL
414
Moody Lynn & Lieberson
Massachusetts
$936K -$58K -305 -5%
WA
415
Wealth Alliance
New York
$924K +$46.4K +244 +5%
OAM
416
Occidental Asset Management
California
$919K -$38K -200 -4%
SW
417
SVB Wealth
Massachusetts
$919K -$23.2K -122 -2%
HC
418
Henshaw Capital
Massachusetts
$917K -$205K -1,077 -17%
AWM
419
AE Wealth Management
Kansas
$914K +$140K +737 +16%
CA
420
CoreCap Advisors
Michigan
$908K +$122K +641 +14%
SF
421
Summit Financial
New Jersey
$908K +$6.66K +35 +0.7%
SC
422
Solstein Capital
California
$905K
CFB
423
Cullen/Frost Bankers
Texas
$903K
MM
424
MQS Management
New York
$902K +$986K +5,181 New
HCWM
425
Harrison & Co Wealth Management
Virginia
$891K -$12.7K -67 -1%