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Name Holding Trade Value Shares
Change
Change in
Stake
APA
501
American Portfolios Advisors
New York
$228K -$85K -1,552 -28%
ED
502
Exane Derivatives
France
$228K -$64.5K -1,178 -23%
CI
503
Conning Inc
Connecticut
$227K -$6.9K -126 -3%
SSW
504
Smith Shellnut Wilson
Mississippi
$227K – – –
PTC
505
Philadelphia Trust Company
Pennsylvania
$227K +$213K +3,886 New
CCP
506
Corient Capital Partners
California
$225K +$211K +3,850 New
SIC
507
Sterling Investment Counsel
New York
$224K -$14.8K -270 -7%
FMWA
508
Forvis Mazars Wealth Advisors
Missouri
$223K +$210K +3,826 New
S
509
SignatureFD
Georgia
$222K +$1.09K +20 +0.5%
AWA
510
Arkadios Wealth Advisors
Georgia
$221K -$46.5K -850 -18%
Vontobel Holding
511
Vontobel Holding
Switzerland
$218K +$205K +3,738 New
HI
512
Horizon Investments
North Carolina
$217K +$205K +3,748 New
YIA
513
YHB Investment Advisors
Connecticut
$214K – – –
JWCA
514
J.W. Cole Advisors
Florida
$214K +$5.15K +94 +3%
MIC
515
Meridian Investment Counsel
California
$210K – – –
IC
516
IEQ Capital
California
$210K +$197K +3,600 New
PA
517
Parallel Advisors
California
$209K -$32K -584 -14%
SAM
518
Summit Asset Management
Tennessee
$204K +$192K +3,500 New
Koshinski Asset Management
519
Koshinski Asset Management
Illinois
$196K +$21.9K +400 +13%
TWC
520
TD Waterhouse Canada
Ontario, Canada
$190K -$362K -6,616 -68%
SIM
521
Sentry Investment Management
Wisconsin
$170K -$63.5K -1,160 -28%
VCM
522
Vigilant Capital Management
Maine
$163K – – –
EWM
523
Endurance Wealth Management
Rhode Island
$162K -$110 -2 -0.1%
HCM
524
Huber Capital Management
California
$158K -$2.12M -38,780 -93%
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$157K +$1.09K +20 +0.8%