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Name Holding Trade Value Shares
Change
Change in
Stake
BE
276
Bonness Enterprises
District of Columbia
$1.13M – – –
RFC
277
Regions Financial Corp
Alabama
$1.12M -$174K -3,257 -12%
FAM
278
Fred Alger Management
New York
$1.11M -$28.8K -540 -2%
KWA
279
KCS Wealth Advisory
California
$1.1M +$70.8K +1,327 +6%
VCA
280
Verdence Capital Advisors
Maryland
$1.1M -$76.9K -1,442 -6%
BCM
281
Buckhead Capital Management
Georgia
$1.1M – – –
LI
282
Lafayette Investments
Maryland
$1.09M – – –
PCC
283
Park Circle Company
Maryland
$1.08M – – –
HAG
284
HighPoint Advisor Group
Illinois
$1.07M +$332K +6,223 +2%
GBT
285
Grove Bank & Trust
Florida
$1.06M +$18.3K +343 +2%
CIA
286
Choate Investment Advisors
Massachusetts
$1.06M – – –
IWC
287
Integrated Wealth Concepts
Massachusetts
$1.06M +$96K +1,799 +9%
WA
288
WealthTrust Axiom
Pennsylvania
$1.04M +$14.3K +268 +1%
SCP
289
Stamos Capital Partners
California
$1.03M +$1.16M +21,822 New
SSA
290
Schonfeld Strategic Advisors
New York
$1.03M +$1.16M +21,694 New
WAOTB
291
Wealth Advisors of Tampa Bay
Florida
$1.03M +$77K +1,443 +7%
IBOK
292
Independence Bank of Kentucky
Kentucky
$1.02M +$429K +8,048 +60%
WI
293
WrapManager Inc
California
$988K -$331K -6,203 -23%
QI
294
Qtron Investments
Massachusetts
$970K +$107K +2,000 +11%
VAS
295
Vestmark Advisory Solutions
Massachusetts
$967K -$219K -4,102 -17%
GG
296
Gofen & Glossberg
Illinois
$955K -$109K -2,044 -9%
BC
297
Brinker Capital
Pennsylvania
$951K +$99.3K +1,861 +10%
FIM
298
Freedom Investment Management
Connecticut
$942K -$50.1K -940 -5%
FWM
299
Frontier Wealth Management
Missouri
$941K +$578K +10,840 +120%
SFM
300
Signet Financial Management
New Jersey
$924K -$183K -3,438 -16%