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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
676
Lido Advisors
California
$1.12M -$148K -889 -12%
FCH
677
Freestone Capital Holdings
Washington
$1.12M -$4.16K -25 -0.4%
BP
678
Ballentine Partners
Massachusetts
$1.12M -$30.6K -184 -3%
CTC
679
Central Trust Company
Missouri
$1.11M -$311K -1,869 -23%
PFPT
680
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.11M -$5.95M -35,777 -85%
WSC
681
Wellington Shields & Co
New York
$1.11M -$252K -1,517 -19%
MNBTD
682
Moody National Bank Trust Division
Texas
$1.11M +$9.97K +60 +0.9%
EF
683
Empirical Finance
Pennsylvania
$1.11M +$65.5K +394 +7%
TF
684
TIAA FSB
Florida
$1.11M +$61.2K +368 +6%
SPIA
685
Steward Partners Investment Advisory
New York
$1.09M -$4.65K -28 -0.4%
VIA
686
Vident Investment Advisory
Georgia
$1.09M -$5.27M -31,700 -83%
S
687
SimplyRich
California
$1.08M – – –
KIA
688
KCM Investment Advisors
California
$1.08M +$101K +608 +11%
RIM
689
Regent Investment Management
Kentucky
$1.08M -$58.2K -350 -5%
EWM
690
Evercore Wealth Management
New York
$1.08M -$6.55M -39,393 -86%
IAS
691
Investment Advisory Services
Texas
$1.07M -$65.5K -394 -6%
WBG
692
Wharton Business Group
Pennsylvania
$1.07M -$29.2K -176 -3%
CT
693
Colonial Trust
South Carolina
$1.07M +$153K +920 +18%
WMG
694
WESCAP Management Group
California
$1.07M -$92.4K -556 -8%
HWA
695
HCR Wealth Advisors
California
$1.07M -$408K -2,454 -29%
BW
696
Basepoint Wealth
Iowa
$1.06M +$141K +846 +16%
FDS
697
First Dallas Securities
Texas
$1.06M -$844K -5,081 -45%
CIAS
698
Capital Investment Advisory Services
North Carolina
$1.06M – – –
Bessemer Group
699
Bessemer Group
New Jersey
$1.05M -$33.2K -200 -3%
WTA
700
Washington Trust Advisors
Massachusetts
$1.05M -$33.2K -200 -3%