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Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
Conning Inc
Connecticut
$227K -$6.9K -126 -3%
SSW
502
Smith Shellnut Wilson
Mississippi
$227K
PTC
503
Philadelphia Trust Company
Pennsylvania
$227K +$213K +3,886 New
CCP
504
Corient Capital Partners
California
$225K +$211K +3,850 New
SIC
505
Sterling Investment Counsel
New York
$224K -$14.8K -270 -7%
FMWA
506
Forvis Mazars Wealth Advisors
Missouri
$223K +$210K +3,826 New
S
507
SignatureFD
Georgia
$222K +$1.09K +20 +0.5%
AWA
508
Arkadios Wealth Advisors
Georgia
$221K -$46.5K -850 -18%
Vontobel Holding
509
Vontobel Holding
Switzerland
$218K +$205K +3,738 New
HI
510
Horizon Investments
North Carolina
$217K +$205K +3,748 New
YIA
511
YHB Investment Advisors
Connecticut
$214K
JWCA
512
J.W. Cole Advisors
Florida
$214K +$5.15K +94 +3%
MIC
513
Meridian Investment Counsel
California
$210K
IC
514
IEQ Capital
California
$210K +$197K +3,600 New
PA
515
Parallel Advisors
California
$209K -$32K -584 -14%
SAM
516
Summit Asset Management
Tennessee
$204K +$192K +3,500 New
Koshinski Asset Management
517
Koshinski Asset Management
Illinois
$196K +$21.9K +400 +13%
TWC
518
TD Waterhouse Canada
Ontario, Canada
$190K -$362K -6,616 -68%
SIM
519
Sentry Investment Management
Wisconsin
$170K -$63.5K -1,160 -28%
VCM
520
Vigilant Capital Management
Maine
$163K
EWM
521
Endurance Wealth Management
Rhode Island
$162K -$110 -2 -0.1%
HCM
522
Huber Capital Management
California
$158K -$2.12M -38,780 -93%
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$157K +$1.09K +20 +0.8%
Parallax Volatility Advisers
524
Parallax Volatility Advisers
California
$147K +$7.23K +132 +6%
C
525
Covestor
United Kingdom
$144K +$56.1K +1,024 +71%