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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
576
Greenwich Wealth Management
Connecticut
$747K +$26.1K +2,150 +4%
SFS
577
Sowell Financial Services
Arkansas
$746K +$715K +58,988 New
SPIA
578
Steward Partners Investment Advisory
New York
$744K +$744K +61,372 New
KLI
579
Kelman-Lazarov Inc
Tennessee
$739K -$181K -14,903 -20%
PA
580
Planning Alternatives
Michigan
$731K -$13K -1,069 -2%
TIA
581
Trust Investment Advisors
Indiana
$729K -$327K -26,988 -31%
NSEDCP
582
NJ State Employees Deferred Compensation Plan
New Jersey
$728K
LCM
583
Lee Capital Management
New York
$728K +$728K +60,000 New
CCM
584
Cribstone Capital Management
Maine
$715K -$34K -2,806 -5%
LOAME
585
Lombard Odier Asset Management (Europe)
United Kingdom
$711K
VIP
586
Vantage Investment Partners
Missouri
$706K +$109 +9 +0%
PVWM
587
Point View Wealth Management
New Jersey
$700K -$43.6K -3,597 -6%
MYAM
588
Meiji Yasuda Asset Management
Japan
$692K -$29.1K -2,400 -4%
IA
589
Icon Advisers
Colorado
$691K -$414K -34,100 -37%
BFEC
590
Benjamin F. Edwards & Company
Missouri
$690K +$2.69K +222 +0.4%
WAM
591
Weatherly Asset Management
California
$685K -$10.3K -849 -1%
OIA
592
Optimum Investment Advisors
Illinois
$677K -$95.7K -7,887 -12%
WA
593
WealthTrust Axiom
Pennsylvania
$653K +$146K +12,000 +29%
EWM
594
Evermay Wealth Management
Virginia
$651K +$24 +2 +0%
FT
595
Fiduciary Trust
Massachusetts
$635K -$41.5K -3,422 -6%
GEA
596
Glen Eagle Advisors
New Jersey
$634K +$634K +52,239 New
MSFP
597
Mark Sheptoff Financial Planning
Connecticut
$630K -$6.67K -550 -1%
AS
598
Arxis Securities
New York
$611K +$611K +50,385 New
SC
599
Searle & Co
Connecticut
$610K
HT
600
HighTower Trust
Texas
$605K -$771K -63,570 -56%