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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
801
Pinion Investment Advisors
Kansas
$300K -$13.3K -161 -4%
NP
802
NorthRock Partners
Minnesota
$300K +$35.1K +426 +14%
SAM
803
Summit Asset Management
Tennessee
$299K
FCH
804
Freestone Capital Holdings
Washington
$299K +$22.7K +276 +9%
GIA
805
Gateway Investment Advisers
Ohio
$298K +$53.1K +645 +23%
NFC
806
Northstar Financial Companies
Pennsylvania
$295K
EWA
807
Exencial Wealth Advisors
Oklahoma
$294K +$1.32K +16 +0.5%
ECM
808
Evergreen Capital Management
Washington
$292K +$6.92K +84 +3%
GL
809
Graypoint LLC
New York
$291K -$28.7K -348 -9%
CW
810
Code Waechter
Florida
$291K +$280K +3,400 New
FFWA
811
FRG Family Wealth Advisors
Washington
$290K
Fisher Asset Management
812
Fisher Asset Management
Washington
$289K -$264K -3,209 -49%
CAM
813
Cidel Asset Management
Ontario, Canada
$288K -$34.3K -417 -11%
PA
814
Procyon Advisors
Connecticut
$287K -$72.7K -883 -21%
ACM
815
Advisors Capital Management
New Jersey
$286K +$39.9K +485 +17%
PPC
816
Park Place Capital
Alabama
$286K -$57.6K -700 -17%
AFW
817
Avantra Family Wealth
Pennsylvania
$285K -$40.1K -487 -13%
HPBT
818
Hickory Point Bank & Trust
Illinois
$284K +$8.23K +100 +3%
SFS
819
Sowell Financial Services
Arkansas
$282K +$272K +3,301 New
MC
820
Mathes Company
New York
$282K
JIC
821
Johnson Investment Counsel
Ohio
$279K +$7.66K +93 +3%
CWM
822
CarsonAllaria Wealth Management
Illinois
$278K -$8.32K -101 -3%
WWM
823
Western Wealth Management
Colorado
$277K +$4.37K +53 +2%
ATPW
824
Ashton Thomas Private Wealth
Arizona
$277K -$7.66K -93 -3%
Los Angeles Capital Management
825
Los Angeles Capital Management
California
$277K -$217K -2,640 -45%