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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
701
Gladstone Institutional Advisory
Florida
$226K -$499K -11,291 -65%
SFA
702
Sequoia Financial Advisors
Ohio
$226K -$151K -3,426 -36%
AC
703
Abbrea Capital
California
$224K
CFB
704
Cullen/Frost Bankers
Texas
$224K +$51.2K +1,157 +24%
JIC
705
Johnson Investment Counsel
Ohio
$223K +$44 +1 +0%
BW
706
Bison Wealth
Georgia
$222K +$40K +904 +18%
KFI
707
Key Financial Inc
Pennsylvania
$221K +$4.55K +103 +2%
CII
708
Capital International Inc
California
$220K
SMC
709
Smith, Moore & Co
Missouri
$218K -$37.9K -858 -13%
CIAS
710
Capital Investment Advisory Services
North Carolina
$218K
FCB
711
First Command Bank
Texas
$218K +$13.3K +300 +5%
FCFS
712
First Command Financial Services
Texas
$218K +$13.3K +300 +5%
HNWAG
713
High Net Worth Advisory Group
Florida
$217K
SFG
714
StrategIQ Financial Group
Indiana
$213K
BTWM
715
Baker Tilly Wealth Management
Wisconsin
$212K +$88 +2 +0%
CI
716
Conning Inc
Connecticut
$210K -$106K -2,390 -30%
MIM
717
MTM Investment Management
South Carolina
$209K
GWA
718
GGM Wealth Advisors
Maryland
$209K +$44 +1 +0%
Kovitz Investment Group Partners
719
Kovitz Investment Group Partners
Illinois
$209K +$247K +5,576 New
FAIM
720
Financial Advocates Investment Management
Washington
$208K -$1.39M -31,368 -85%
JWA
721
JFS Wealth Advisors
Pennsylvania
$208K -$2.83K -64 -1%
CAM
722
Carret Asset Management
New York
$208K -$2.21K -50 -0.9%
BIP
723
Blueprint Investment Partners
North Carolina
$208K +$246K +5,558 New
CDH
724
Charles D. Hyman
$206K
APW
725
Aurora Private Wealth
New Jersey
$206K +$44 +1 +0%