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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
451
CWS Financial Advisors
Michigan
$799K -$74.8K -393 -8%
APWM
452
Atlas Private Wealth Management
New York
$798K -$12K -63 -1%
GC
453
Grimes & Company
Massachusetts
$791K +$20.9K +110 +2%
BEI
454
Benjamin Edwards Inc
Missouri
$787K +$185K +972 +27%
PHS
455
Pekin Hardy Strauss
Illinois
$785K
WI
456
WrapManager Inc
California
$784K +$162K +851 +23%
JIC
457
Johnson Investment Counsel
Ohio
$778K +$6.85K +36 +0.8%
IFS
458
Intelligent Financial Strategies
Minnesota
$776K -$91.3K -480 -10%
RIM
459
Regent Investment Management
Kentucky
$769K
NFGCM
460
Norman Fields Gottscho Capital Management
New York
$766K
SPIA
461
Steward Partners Investment Advisory
New York
$764K -$12.6K -66 -1%
ECM
462
Evergreen Capital Management
Washington
$764K +$76.5K +402 +10%
EP
463
Eudaimonia Partners
Tennessee
$761K +$19.6K +103 +2%
CG
464
Caprock Group
Idaho
$753K +$119K +625 +17%
CCG
465
Cypress Capital Group
Florida
$750K -$4K -21 -0.5%
GT
466
Glenview Trust
Kentucky
$750K +$2.85K +15 +0.3%
MPPW
467
Mitchell & Pahl Private Wealth
Oklahoma
$748K +$40.5K +213 +5%
JCM
468
Jacobi Capital Management
Pennsylvania
$745K -$6.66K -35 -0.8%
SG Americas Securities
469
SG Americas Securities
New York
$741K +$809K +4,255 New
LKIM
470
Lawson Kroeker Investment Management
Nebraska
$738K
AP
471
Americana Partners
Texas
$735K -$39.8K -209 -5%
BFS
472
Bradley Foster & Sargent
Connecticut
$725K +$1.14K +6 +0.1%
Bessemer Group
473
Bessemer Group
New Jersey
$720K -$47K -247 -6%
PMG
474
ProVise Management Group
Florida
$717K -$19K -100 -2%
SCI
475
Stableford Capital II
Arizona
$711K +$190 +1 +0%