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Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
Profund Advisors
Maryland
$580K +$20.8K +458 +4%
IRC
327
Investors Research Corp
Georgia
$571K -$14.5K -320 -2%
LCM
328
Logan Capital Management
Pennsylvania
$567K -$864K -19,043 -60%
SWM
329
Spire Wealth Management
Virginia
$566K +$574K +12,645 New
HI
330
Harbour Investments
Wisconsin
$566K +$576K +12,698 New
CCA
331
Checchi Capital Advisers
California
$562K +$6.22K +137 +1%
GT
332
Glenview Trust
Kentucky
$560K +$211K +4,640 +59%
BIA
333
Barry Investment Advisors
Massachusetts
$554K +$95.5K +2,104 +21%
RB
334
Rodgers Brothers
Pennsylvania
$547K -$3.63K -80 -0.6%
FWM
335
Foresight Wealth Management
Utah
$547K +$222K +4,883 +66%
FA
336
FDx Advisors
Illinois
$545K +$127K +2,807 +30%
BW
337
Bison Wealth
Georgia
$543K -$29K -640 -5%
RHBC
338
R.H. Bluestein & Co
Michigan
$542K – – –
KWM
339
Kingsview Wealth Management
Oregon
$526K +$80K +1,763 +18%
BP
340
Ballentine Partners
Massachusetts
$525K -$95.7K -2,108 -15%
JWS
341
Juncture Wealth Strategies
Arizona
$524K +$32.7K +720 +7%
HAG
342
HighPoint Advisor Group
Illinois
$510K -$22.9K -505 -4%
HSBC Holdings
343
HSBC Holdings
United Kingdom
$500K -$342K -7,533 -40%
LWM
344
Loveless Wealth Management
Montana
$499K – – –
Lido Advisors
345
Lido Advisors
California
$499K +$7.08K +156 +1%
MIP
346
Marietta Investment Partners
Wisconsin
$498K – – –
FFN
347
Focus Financial Network
Minnesota
$496K +$495K +10,915 New
PFPT
348
Pinnacle Financial Partners (Tennessee)
Tennessee
$489K -$16.7K -368 -3%
EHC
349
Everett Harris & Co
California
$488K -$5.4K -119 -1%
GG
350
Gleason Group
Kentucky
$486K +$60.2K +1,327 +14%