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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
351
Leavell Investment Management
Alabama
$646K +$213 +4 +0%
SWA
352
SFMG Wealth Advisors
Texas
$646K +$727K +13,630 New
RHBC
353
R.H. Bluestein & Co
Michigan
$644K +$85.3K +1,600 +13%
NAM
354
NTV Asset Management
West Virginia
$635K +$13.2K +248 +2%
CCA
355
Checchi Capital Advisers
California
$633K +$90.3K +1,693 +14%
CS
356
Comerica Securities
Michigan
$632K -$42.6K -798 -6%
ACWM
357
Adams Chetwood Wealth Management
North Carolina
$632K +$18K +337 +3%
OFG
358
OmniStar Financial Group
North Carolina
$626K -$630K -11,815 -47%
ISB
359
Iowa State Bank
Iowa
$624K -$89.9K -1,686 -11%
KMWM
360
Keudell/Morrison Wealth Management
Oregon
$622K -$72.3K -1,356 -9%
PAM
361
Premier Asset Management
Illinois
$619K -$374K -7,012 -35%
GWM
362
Geneos Wealth Management
Colorado
$614K -$38.4K -720 -5%
BW
363
Bison Wealth
Georgia
$612K -$24.2K -453 -3%
GT
364
Greenleaf Trust
Michigan
$611K +$9.81K +184 +1%
PAM
365
PVG Asset Management
Colorado
$609K +$686K +12,855 New
SEC
366
Seven Eight Capital
New York
$606K +$683K +12,800 New
GA
367
Greytown Advisors
Florida
$604K -$244K -4,573 -27%
BP
368
Ballentine Partners
Massachusetts
$604K -$120K -2,255 -15%
SGI
369
Summit Global Investments
Utah
$603K -$120K -2,254 -15%
KWM
370
Kingsview Wealth Management
Oregon
$592K +$173K +3,240 +35%
PFPT
371
Pinnacle Financial Partners (Tennessee)
Tennessee
$588K -$4.21K -79 -0.6%
RDWM
372
Red Door Wealth Management
Tennessee
$587K -$31.6K -592 -5%
PPSG
373
Princeton Portfolio Strategies Group
New Jersey
$585K
PA
374
Profund Advisors
Maryland
$583K -$248K -4,640 -27%
MIP
375
Marietta Investment Partners
Wisconsin
$582K +$53.7K +1,006 +9%