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Name Holding Trade Value Shares
Change
Change in
Stake
AW
776
ACG Wealth
Georgia
$190K +$190K +16,990 New
CSIC
777
Clifford Swan Investment Counsel
California
$189K +$1.63K +146 +0.9%
MWAC
778
Mariner Wealth Advisors (Cincinnati)
Ohio
$188K -$8.21K -735 -4%
ZIM
779
Zacks Investment Management
Illinois
$188K +$188K +16,842 New
BAC
780
Boys Arnold & Co
North Carolina
$187K +$10.3K +925 +6%
NB
781
Nicolet Bankshares
Wisconsin
$186K +$185K +16,605 New
Carson Wealth (CWM LLC)
782
Carson Wealth (CWM LLC)
Nebraska
$183K -$18K -1,614 -9%
CAG
783
Crestwood Advisors Group
Massachusetts
$183K -$12.3K -1,100 -6%
WP
784
WealthSource Partners
California
$182K -$232K -20,801 -56%
NA
785
NewEdge Advisors
Louisiana
$181K +$62.2K +5,572 +54%
DBIA
786
Dumont & Blake Investment Advisors
New Jersey
$181K -$112K -9,995 -38%
CBU
787
CIBC Bank USA
Illinois
$180K -$130K -11,645 -42%
RSA
788
Robertson Stephens Advisors
California
$180K +$180K +16,106 New
FIM
789
Fernwood Investment Management
Massachusetts
$179K
CHJWM
790
Carlton Hofferkamp & Jenks Wealth Management
Texas
$176K -$43.8K -3,921 -20%
PGA
791
Portland Global Advisors
Maine
$176K -$2.54K -227 -1%
CWM
792
Cedar Wealth Management
California
$175K +$54.9K +4,920 +46%
SCA
793
Snowden Capital Advisors
New York
$174K -$54.2K -4,853 -24%
CIA
794
CCM Investment Advisers
South Carolina
$174K -$705K -63,100 -80%
MCM
795
Maple Capital Management
Vermont
$174K -$2.55K -228 -1%
PAS
796
Partnervest Advisory Services
California
$174K +$174K +15,585 New
NIM
797
Northeast Investment Management
Massachusetts
$173K -$20.1K -1,800 -10%
JWBC
798
J.W. Burns & Co
New York
$172K -$143K -12,822 -45%
PA
799
Probity Advisors
Texas
$172K +$43.9K +3,936 +34%
CL
800
CSS LLC
Illinois
$171K -$55.8K -5,000 -25%