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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
701
Investment Advisory Services
Texas
$977K -$153K -723 -10%
I
702
INVST
Indiana
$976K +$64.8K +307 +5%
RIM
703
Regent Investment Management
Kentucky
$976K +$106K +500 +8%
P
704
Pitcairn
Pennsylvania
$966K -$12.9K -61 -0.9%
BFEC
705
Benjamin F. Edwards & Company
Missouri
$965K -$252K -1,195 -16%
FCH
706
Freestone Capital Holdings
Washington
$965K -$26.6K -126 -2%
AWM
707
Activest Wealth Management
Florida
$962K +$1.1M +5,235 +10,067%
WWM
708
WT Wealth Management
Arizona
$961K -$147K -695 -10%
AWP
709
Ascent Wealth Partners
New York
$961K -$132K -625 -9%
SC
710
Savant Capital
Illinois
$953K -$57.6K -273 -4%
MCM
711
McMillion Capital Management
North Carolina
$953K -$53.4K -253 -4%
MNBTD
712
Moody National Bank Trust Division
Texas
$943K +$19.2K +91 +1%
WBG
713
Wharton Business Group
Pennsylvania
$942K +$11K +52 +0.8%
SPIA
714
Steward Partners Investment Advisory
New York
$941K -$148K -701 -10%
CCP
715
Corient Capital Partners
California
$939K – – –
DA
716
Duality Advisers
Florida
$936K +$1.33M +6,304 New
CS
717
Capital Square
Tennessee
$931K +$45.4K +215 +4%
Bessemer Group
718
Bessemer Group
New Jersey
$930K -$53.4K -253 -4%
ET
719
Equitable Trust
Tennessee
$929K – – –
WTA
720
Washington Trust Advisors
Massachusetts
$929K – – –
S
721
SimplyRich
California
$927K – – –
WA
722
WESPAC Advisors
California
$908K -$585K -2,770 -31%
CIAS
723
Capital Investment Advisory Services
North Carolina
$905K -$30.2K -143 -2%
PWPS
724
Pinnacle Wealth Planning Services
Ohio
$895K +$975K +4,619 +328%
TF
725
TIAA FSB
Florida
$893K +$10.6K +50 +0.8%