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Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
451
Brandywine Oak Private Wealth
Pennsylvania
$686K +$27.9K +927 +4%
GWM
452
Geneos Wealth Management
Colorado
$682K +$421 +14 +0.1%
MFP
453
Meridian Financial Partners
Virginia
$682K +$54.5K +1,814 +10%
CIBC Private Wealth Group
454
CIBC Private Wealth Group
Georgia
$674K -$4.81K -160 -0.7%
PCM
455
Prelude Capital Management
New York
$669K +$645K +21,453 New
ACM
456
Azimuth Capital Management
Michigan
$661K -$105K -3,505 -14%
WCA
457
Westover Capital Advisors
Delaware
$653K -$23.8K -793 -4%
PA
458
Pinnacle Associates
New York
$651K -$15.9K -528 -2%
CAM
459
Costello Asset Management
Pennsylvania
$650K +$751 +25 +0.1%
LS
460
Livforsakringsbolaget Skandia
Sweden
$649K
AAS
461
Avantax Advisory Services
Texas
$644K +$29.8K +992 +5%
UCFA
462
United Capital Financial Advisors
Texas
$642K +$51.9K +1,726 +9%
CHC
463
City Holding Co
West Virginia
$641K -$89.9K -2,993 -13%
AIM
464
Acropolis Investment Management
Missouri
$641K +$277K +9,234 +82%
FWCM
465
Ferguson Wellman Capital Management
Oregon
$640K -$33K -1,098 -5%
GVAG
466
Great Valley Advisor Group
Delaware
$628K -$81.2K -2,702 -12%
WS
467
Wedbush Securities
California
$624K +$160K +5,336 +36%
IB
468
Intrust Bank
Kansas
$619K -$111K -3,688 -16%
IAN
469
Integrated Advisors Network
Texas
$618K +$233K +7,741 +64%
IRC
470
Investors Research Corp
Georgia
$611K
SWM
471
SeaCrest Wealth Management
New York
$607K +$33.7K +1,121 +6%
BOH
472
Bank of Hawaii
Hawaii
$606K -$83.3K -2,772 -12%
EP
473
Eudaimonia Partners
Tennessee
$605K -$5.86K -195 -1%
CI Investments Inc
474
CI Investments Inc
Ontario, Canada
$603K +$67.8K +2,256 +13%
BSW
475
Buckingham Strategic Wealth
Missouri
$599K +$118K +3,922 +26%