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Name Holding Trade Value Shares
Change
Change in
Stake
RFC
501
Regions Financial Corp
Alabama
$604K -$153K -1,034 -20%
CIA
502
Concurrent Investment Advisors
Florida
$603K +$611K +4,137 New
LWA
503
LWS Wealth Advisors
New Jersey
$597K +$605K +4,097 New
WPA
504
Winning Points Advisors
Florida
$594K +$92.1K +624 +18%
Nuveen
505
Nuveen
North Carolina
$588K +$61.1K +414 +11%
PGWM
506
Pitti Group Wealth Management
New York
$585K -$63.6K -431 -10%
WCM
507
Wunderlich Capital Managemnt
Tennessee
$583K -$645K -4,368 -52%
TPWM
508
Twelve Points Wealth Management
Massachusetts
$583K -$173K -1,171 -23%
AA
509
Ancora Advisors
Ohio
$582K +$34.3K +232 +6%
RCAG
510
Rehmann Capital Advisory Group
Michigan
$581K +$92.9K +629 +19%
SW
511
SVB Wealth
Massachusetts
$581K +$10.3K +70 +2%
WJWM
512
Williams Jones Wealth Management
New York
$578K -$46.2K -313 -7%
TBWA
513
Three Bridge Wealth Advisors
California
$576K +$584K +3,957 New
SPIA
514
Steward Partners Investment Advisory
New York
$575K -$76.8K -520 -12%
CAM
515
Columbia Asset Management
Michigan
$571K -$44.3K -300 -7%
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$568K -$50.4K -341 -8%
HCM
517
Highlander Capital Management
New Jersey
$568K -$22.1K -150 -4%
PA
518
Probity Advisors
Texas
$568K -$35.9K -243 -6%
CA
519
Cetera Advisors
Colorado
$567K -$36.8K -249 -6%
EVM
520
Evelyn V. Moreno
$565K
NFGCM
521
Norman Fields Gottscho Capital Management
New York
$561K -$11.1K -75 -2%
CT
522
Caldwell Trust
Florida
$556K -$23.6K -160 -4%
QWM
523
Quadcap Wealth Management
Texas
$555K +$563K +3,813 New
SWM
524
Salvus Wealth Management
New Jersey
$555K -$4.58K -31 -0.8%
WG
525
Welch Group
Alabama
$554K +$71.2K +482 +15%