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Name Holding Trade Value Shares
Change
Change in
Stake
Bartlett & Co Wealth Management
751
Bartlett & Co Wealth Management
Ohio
$296K -$65.9K -1,801 -20%
Bartlett & Co
752
Bartlett & Co
Ohio
$296K -$65.9K -1,801 -20%
Benjamin F. Edwards & Company
753
Benjamin F. Edwards & Company
Missouri
$295K -$270K -7,379 -50%
PL
754
Parthenon LLC
Kentucky
$295K – – –
CCP
755
Corient Capital Partners
California
$294K +$264K +7,207 New
Independent Financial Group
756
Independent Financial Group
California
$292K +$262K +7,168 New
Burney Company
757
Burney Company
Virginia
$292K -$9.26K -253 -3%
HH
758
Hilltop Holdings
Texas
$288K +$259K +7,073 New
AIM
759
Anchor Investment Management
South Carolina
$285K -$37.3K -1,018 -13%
LA
760
Legacy Advisors
Pennsylvania
$285K – – –
Lido Advisors
761
Lido Advisors
California
$285K +$4.69K +128 +2%
BW
762
Bison Wealth
Georgia
$284K -$8.35K -228 -3%
IFP Advisors
763
IFP Advisors
Florida
$282K +$5.16K +141 +2%
EM
764
Excalibur Management
Massachusetts
$282K +$253K +6,907 New
Valeo Financial Advisors
765
Valeo Financial Advisors
Indiana
$281K -$207K -5,643 -45%
ML
766
McAdam LLC
Pennsylvania
$281K +$842 +23 +0.3%
CWA Asset Management Group
767
CWA Asset Management Group
Florida
$279K -$37.5K -1,024 -13%
Freestone Capital Holdings
768
Freestone Capital Holdings
Washington
$279K -$2.56K -70 -1%
CIM
769
CIM Investment Management
Pennsylvania
$279K +$250K +6,834 New
QCM
770
Quest Capital Management
Texas
$279K +$251K +6,848 New
CNBTD
771
Citizens National Bank Trust Department
Mississippi
$278K -$253K -6,910 -50%
MMG
772
Monetary Management Group
Missouri
$278K -$45.8K -1,250 -15%
BS
773
Boenning & Scattergood
Pennsylvania
$276K +$248K +6,765 New
MHIC
774
Marble Harbor Investment Counsel
Massachusetts
$273K -$18.3K -501 -7%
FIM
775
Fernwood Investment Management
Massachusetts
$273K -$9.74K -266 -4%