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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
626
Essex Financial Services
Connecticut
$577K +$102K +2,276 +23%
EWM
627
Evercore Wealth Management
New York
$573K -$2.69K -60 -0.5%
JHCP
628
Jackson Hole Capital Partners
Oklahoma
$572K +$6.51K +145 +1%
LFAS
629
Level Four Advisory Services
Texas
$571K +$269 +6 +0%
DMK
630
David M. Knott
$570K
RWA
631
Ropes Wealth Advisors
Massachusetts
$567K -$15.4K -344 -3%
PSUF
632
People's United Financial
Connecticut
$560K -$146K -3,260 -22%
NAM
633
NTV Asset Management
West Virginia
$559K -$3.86K -86 -0.7%
AIP
634
Ameritas Investment Partners
Nebraska
$557K +$1.93K +43 +0.4%
DWM
635
Dakota Wealth Management
Florida
$556K +$531K +11,820 New
BP
636
Ballentine Partners
Massachusetts
$547K -$354K -7,884 -40%
FFN
637
Focus Financial Network
Minnesota
$546K +$188K +4,196 +57%
QP
638
Quilter Plc
United Kingdom
$541K -$118K -2,633 -19%
WS
639
Wedbush Securities
California
$541K -$35K -780 -6%
CFA
640
CWS Financial Advisors
Michigan
$536K +$18K +400 +4%
RB
641
Rodgers Brothers
Pennsylvania
$535K -$695K -15,478 -58%
BHWM
642
Bar Harbor Wealth Management
New Hampshire
$534K -$3.01M -67,090 -86%
IFWM
643
Institute for Wealth Management
Colorado
$534K -$3.86K -86 -0.8%
PIM
644
Penobscot Investment Management
Massachusetts
$533K -$5.61K -125 -1%
SBIA
645
Sheaff Brock Investment Advisors
Indiana
$530K -$13K -290 -3%
BIAS
646
Beacon Investment Advisory Services
New Jersey
$529K -$154K -3,426 -23%
VIA
647
Vident Investment Advisory
Georgia
$527K -$42.8K -954 -8%
PAM
648
Paradigm Asset Management
New York
$526K -$94.3K -2,100 -16%
HT
649
HighTower Trust
Texas
$525K -$159K -3,546 -24%
HL
650
HeadInvest LLC
Maine
$524K +$121K +2,685 +32%