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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
701
SeaCrest Wealth Management
New York
$190K +$187K +5,044 New
CA
702
Centerpoint Advisors
Massachusetts
$189K +$186K +5,000 New
PA
703
Parallel Advisors
California
$183K +$15.5K +417 +9%
DCM
704
Dupont Capital Management
Delaware
$180K – – –
BTIS
705
BB&T Investment Services
North Carolina
$178K +$9.76K +263 +6%
CAPTRUST Financial Advisors
706
CAPTRUST Financial Advisors
North Carolina
$178K +$176K +4,729 New
SWP
707
Stratos Wealth Partners
Ohio
$171K +$168K +4,534 New
AOWM
708
Alpha Omega Wealth Management
Virginia
$170K – – –
WIM
709
Westside Investment Management
California
$161K +$15.7K +424 +12%
NPP
710
New Potomac Partners
Maryland
$158K +$155K +4,180 New
Acadian Asset Management
711
Acadian Asset Management
Massachusetts
$153K – – –
WTB
712
Washington Trust Bank
Washington
$149K – – –
FAIM
713
Financial Advocates Investment Management
Washington
$148K +$146K +3,929 New
SPIA
714
Steward Partners Investment Advisory
New York
$146K +$9.21K +248 +7%
SFG
715
SevenBridge Financial Group
Pennsylvania
$143K +$37.1K +1,000 +33%
GBT
716
Grove Bank & Trust
Florida
$140K – – –
RFC
717
Regions Financial Corp
Alabama
$137K +$135K +3,624 New
VFA
718
Valeo Financial Advisors
Indiana
$135K +$15.6K +420 +13%
WTC
719
WhitTier Trust Company
Nevada
$129K – – –
TCA
720
Teewinot Capital Advisers
New York
$125K – – –
VIM
721
Veritas Investment Management
United Kingdom
$124K – – –
GLI
722
Guardian Life Insurance
New York
$122K +$35.4K +954 +42%
IWM
723
IHT Wealth Management
Illinois
$117K +$557 +15 +0.5%
ADL
724
Asset Dedication LLC
California
$108K -$2.38K -64 -2%
CJA
725
C-J Advisory
California
$108K – – –