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Name Holding Trade Value Shares
Change
Change in
Stake
BC
751
Bartlett & Co
Ohio
$296K -$65.9K -1,801 -20%
BFEC
752
Benjamin F. Edwards & Company
Missouri
$295K -$270K -7,379 -50%
PL
753
Parthenon LLC
Kentucky
$295K
CCP
754
Corient Capital Partners
California
$294K +$264K +7,207 New
IFG
755
Independent Financial Group
California
$292K +$262K +7,168 New
BC
756
Burney Company
Virginia
$292K -$9.26K -253 -3%
HH
757
Hilltop Holdings
Texas
$288K +$259K +7,073 New
AIM
758
Anchor Investment Management
South Carolina
$285K -$37.3K -1,018 -13%
LA
759
Legacy Advisors
Pennsylvania
$285K
Lido Advisors
760
Lido Advisors
California
$285K +$4.69K +128 +2%
BW
761
Bison Wealth
Georgia
$284K -$8.35K -228 -3%
IA
762
IFP Advisors
Florida
$282K +$5.16K +141 +2%
EM
763
Excalibur Management
Massachusetts
$282K +$253K +6,907 New
VFA
764
Valeo Financial Advisors
Indiana
$281K -$207K -5,643 -45%
ML
765
McAdam LLC
Pennsylvania
$281K +$842 +23 +0.3%
CAMG
766
CWA Asset Management Group
Florida
$279K -$37.5K -1,024 -13%
FCH
767
Freestone Capital Holdings
Washington
$279K -$2.56K -70 -1%
CIM
768
CIM Investment Management
Pennsylvania
$279K +$250K +6,834 New
QCM
769
Quest Capital Management
Texas
$279K +$251K +6,848 New
CNBTD
770
Citizens National Bank Trust Department
Mississippi
$278K -$253K -6,910 -50%
MMG
771
Monetary Management Group
Missouri
$278K -$45.8K -1,250 -15%
BS
772
Boenning & Scattergood
Pennsylvania
$276K +$248K +6,765 New
MHIC
773
Marble Harbor Investment Counsel
Massachusetts
$273K -$18.3K -501 -7%
FIM
774
Fernwood Investment Management
Massachusetts
$273K -$9.74K -266 -4%
EB
775
Eastern Bank
Massachusetts
$273K -$9.33K -255 -4%