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Name Holding Trade Value Shares
Change
Change in
Stake
CP
926
Canopy Partners
Ohio
$608K +$8.07K +33 +1%
ADBIC
927
A.D. Beadell Investment Counsel
Wisconsin
$606K
FNT
928
First National Trust
Pennsylvania
$605K -$8.07K -33 -1%
MMPW
929
Mitchell McLeod Pugh & Williams
Alabama
$603K +$2.45K +10 +0.4%
AWM
930
Axxcess Wealth Management
California
$602K -$203K -830 -26%
FFA
931
Farther Finance Advisors
California
$602K +$142K +581 +33%
CB
932
CNB Bank
Pennsylvania
$601K +$59.5K +243 +12%
IFU
933
iSAM Funds (UK)
United Kingdom
$600K +$575K +2,351 New
CC
934
Courier Capital
New York
$594K
Fayez Sarofim & Co
935
Fayez Sarofim & Co
Texas
$594K
PCS
936
Personal CFO Solutions
New Jersey
$588K -$1.22K -5 -0.2%
CFM
937
Catalyst Funds Management
Australia
$587K +$220K +900 +64%
CC
938
Copperleaf Capital
North Carolina
$586K -$10K -41 -2%
IWC
939
Integrated Wealth Concepts
Massachusetts
$585K +$36.5K +149 +7%
BAM
940
Blueshift Asset Management
New Jersey
$584K +$320K +1,310 +134%
GIM
941
Goelzer Investment Management
Indiana
$582K +$2.2K +9 +0.4%
GWM
942
Geneos Wealth Management
Colorado
$578K -$229K -935 -29%
KP
943
Keel Point
Alabama
$577K +$14.7K +60 +3%
XF
944
XML Financial
Maryland
$577K +$32.3K +132 +6%
DCM
945
Davis Capital Management
Florida
$570K
FIB
946
First Interstate Bank
Montana
$568K -$8.07K -33 -1%
TP
947
Tranquility Partners
Tennessee
$564K -$12.2K -50 -2%
LA
948
LVW Advisors
New York
$563K -$22.8K -93 -4%
OWA
949
ORBA Wealth Advisors
Illinois
$563K
SPA
950
Sherbrooke Park Advisers
New York
$563K +$276K +1,128 +105%