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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
351
Keudell/Morrison Wealth Management
Oregon
$850K -$78.4K -1,409 -9%
FWP
352
FAS Wealth Partners
Kansas
$847K +$6.84K +123 +0.9%
GWM
353
Geneos Wealth Management
Colorado
$840K +$1.95K +35 +0.2%
PGFC
354
Peapack-Gladstone Financial Corp
New Jersey
$839K -$21.9K -393 -3%
RSVP
355
Ramsay Stattman Vela & Price
Colorado
$835K
CS
356
Comerica Securities
Michigan
$826K +$50.2K +903 +7%
IRC
357
Investors Research Corp
Georgia
$824K
TAIM
358
TD Ameritrade Investment Management
Nebraska
$824K +$48.8K +877 +7%
AF
359
Advisornet Financial
Minnesota
$798K -$31.7K -570 -4%
LIM
360
Leavell Investment Management
Alabama
$798K -$22.1K -397 -3%
OIA
361
Optimum Investment Advisors
Illinois
$798K +$527K +9,470 +230%
IBOK
362
Independence Bank of Kentucky
Kentucky
$793K +$1.56K +28 +0.2%
NP
363
NorthRock Partners
Minnesota
$786K +$744K +13,382 New
BW
364
Bison Wealth
Georgia
$785K +$95.7K +1,720 +15%
SWP
365
Stratos Wealth Partners
Ohio
$776K +$16K +288 +2%
RIA
366
Realta Investment Advisors
Delaware
$775K +$65.4K +1,175 +10%
NAM
367
NTV Asset Management
West Virginia
$774K +$52.3K +940 +8%
SF
368
Synovus Financial
Georgia
$773K +$5.95K +107 +0.8%
PAS
369
Park Avenue Securities
New York
$764K +$99.9K +1,796 +16%
RDWM
370
Red Door Wealth Management
Tennessee
$764K +$723K +12,995 New
GT
371
Greenleaf Trust
Michigan
$747K +$14.4K +258 +2%
SFS
372
Sowell Financial Services
Arkansas
$743K +$139K +2,504 +25%
BS
373
Banco Santander
Spain
$741K -$23.6K -424 -3%
PFPT
374
Pinnacle Financial Partners (Tennessee)
Tennessee
$734K +$2.23K +40 +0.3%
MAFM
375
Mid Atlantic Financial Management
Pennsylvania
$726K -$44.8K -805 -6%