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Name Holding Trade Value Shares
Change
Change in
Stake
IB
1501
Intrust Bank
Kansas
$854K +$84.9K +763 +12%
SA
1502
Strategic Advisors
New York
$847K +$47.5K +427 +6%
WCWM
1503
Willow Creek Wealth Management
California
$845K +$1.78K +16 +0.2%
WIM
1504
Westside Investment Management
California
$844K -$4.56K -41 -0.6%
BCA
1505
Bray Capital Advisors
Florida
$844K – – –
NL
1506
NWAM LLC
Washington
$843K -$63.4K -570 -7%
GAMA
1507
Graticule Asia Macro Advisors
New York
$842K -$15.9M -142,645 -95%
PL
1508
Plancorp LLC
Missouri
$841K +$15.8K +142 +2%
AFC
1509
AFT Forsyth & Company
Florida
$839K – – –
CIM
1510
CIM Investment Management
Pennsylvania
$839K +$70.5K +633 +10%
SGAM
1511
Steinberg Global Asset Management
Florida
$834K +$39.1K +351 +5%
QPWM
1512
Quadrant Private Wealth Management
Pennsylvania
$834K +$74.8K +672 +10%
FTC
1513
Farmers Trust Company
Ohio
$833K -$6.79K -61 -0.8%
SAA
1514
Southeast Asset Advisors
Georgia
$831K +$2.12K +19 +0.3%
PMFA
1515
Plante Moran Financial Advisors
Michigan
$829K -$12.5K -112 -2%
ONB
1516
Old National Bancorp
Indiana
$828K -$28.3K -254 -3%
PWA
1517
Providence Wealth Advisors
Illinois
$826K +$26.2K +235 +3%
BWM
1518
Bernicke Wealth Management
Wisconsin
$820K +$66.8K +600 +9%
AL
1519
Arnhold LLC
New York
$819K – – –
HK
1520
Horizon Kinetics
New York
$819K +$34.5K +310 +5%
NCM
1521
Novare Capital Management
North Carolina
$814K -$120K -1,075 -13%
FPCG
1522
Fort Pitt Capital Group
Pennsylvania
$810K +$51.3K +461 +7%
ACS
1523
Archford Capital Strategies
Illinois
$807K -$70.3K -632 -8%
CCM
1524
Cullen Capital Management
New York
$807K – – –
SAM
1525
Seelaus Asset Management
New Jersey
$807K – – –