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Name Holding Trade Value Shares
Change
Change in
Stake
HCP
676
Holt Capital Partners
Texas
$399K – – –
KWM
677
KerberRose Wealth Management
Wisconsin
$398K +$429K +15,936 New
CBT
678
Central Bank & Trust
Kentucky
$397K -$115K -4,274 -21%
OC
679
Oarsman Capital
Wisconsin
$397K – – –
MWM
680
Meridian Wealth Management
Kentucky
$397K +$429K +15,908 New
GWM
681
GDS Wealth Management
Texas
$396K – – –
WS
682
Wedbush Securities
California
$395K -$13.4K -498 -3%
UCFA
683
United Capital Financial Advisors
Texas
$395K +$20.9K +776 +5%
PNC
684
Park National Corp
Ohio
$394K -$13.3K -492 -3%
DA
685
DCM Advisors
New York
$393K +$46K +1,708 +12%
JFA
686
JNBA Financial Advisors
Minnesota
$391K – – –
THWM
687
Taylor Hoffman Wealth Management
Virginia
$390K – – –
RP
688
Rowlandmiller & Partners
Georgia
$389K +$34.2K +1,270 +9%
BFM
689
Boothbay Fund Management
New York
$387K +$418K +15,522 New
HCM
690
Hengehold Capital Management
Ohio
$386K – – –
Cerity Partners
691
Cerity Partners
New York
$385K +$94.1K +3,492 +29%
QT
692
Quantamental Technologies
New York
$384K +$415K +15,392 New
PCIA
693
Prime Capital Investment Advisors
Kansas
$383K -$2.17M -80,508 -84%
GIM
694
Goelzer Investment Management
Indiana
$383K +$59.4K +2,206 +17%
WPW
695
Waldron Private Wealth
Pennsylvania
$382K +$3.88K +144 +0.9%
ST
696
Smithfield Trust
Pennsylvania
$375K -$5.39K -200 -1%
RC
697
RegentAtlantic Capital
New Jersey
$373K +$14.8K +548 +4%
CCA
698
Checchi Capital Advisers
California
$372K +$126K +4,686 +48%
ClearBridge Investments
699
ClearBridge Investments
New York
$371K -$18.8K -696 -4%
BFA
700
Beaumont Financial Advisors
Massachusetts
$371K – – –