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Name Holding Trade Value Shares
Change
Change in
Stake
NP
876
NorthRock Partners
Minnesota
$553K +$553K +8,608 New
SFA
877
Sequoia Financial Advisors
Ohio
$552K -$865K -13,459 -61%
UBV
878
United Bank (Virginia)
Virginia
$552K -$38.8K -604 -7%
HWA
879
HHM Wealth Advisors
Tennessee
$550K -$42.1K -655 -7%
IIC
880
Ironwood Investment Counsel
Arizona
$550K -$5.14K -80 -0.9%
MGIA
881
Moneta Group Investment Advisors
Missouri
$545K +$478K +7,434 +703%
LPT
882
Legacy Private Trust
Wisconsin
$543K -$24.6K -382 -4%
IAP
883
Indie Asset Partners
Indiana
$543K +$544K +8,457 New
CCA
884
Childress Capital Advisors
Texas
$541K +$289K +4,490 +114%
DAM
885
Diamant Asset Management
Connecticut
$539K +$540K +8,395 New
PP
886
Pegasus Partners
Wisconsin
$538K -$7.2K -112 -1%
MMPW
887
Mitchell McLeod Pugh & Williams
Alabama
$538K -$514 -8 -0.1%
ETI
888
Enterprise Trust & Investment
California
$537K -$2.64K -41 -0.5%
FRM
889
Fox Run Management
Connecticut
$537K +$538K +8,369 New
CAG
890
Csenge Advisory Group
Florida
$536K -$6.04K -94 -1%
HA
891
Herold Advisors
New York
$533K +$535K +8,316 New
BWA
892
Burt Wealth Advisors
Maryland
$532K +$514 +8 +0.1%
CTA
893
Colonial Trust Advisors
South Carolina
$529K +$71.1K +1,106 +15%
HMS
894
Hanseatic Management Services
New Mexico
$528K +$36.3K +564 +7%
VDI
895
Vaughan David Investments
Illinois
$527K +$10.6K +165 +2%
DBIA
896
Dumont & Blake Investment Advisors
New Jersey
$526K -$257 -4 -0%
IAN
897
Integrated Advisors Network
Texas
$521K -$11.2K -174 -2%
KA
898
KLCM Advisors
Wisconsin
$521K +$112K +1,735 +27%
BPC
899
Banque Pictet & Cie
Switzerland
$520K -$1.07M -16,715 -67%
WP
900
WealthPLAN Partners
Nebraska
$520K +$480K +7,461 +675%