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Name Holding Trade Value Shares
Change
Change in
Stake
IRC
351
Investors Research Corp
Georgia
$647K -$19K -356 -3%
LIM
352
Leavell Investment Management
Alabama
$646K +$213 +4 +0%
SWA
353
SFMG Wealth Advisors
Texas
$646K +$727K +13,630 New
RHBC
354
R.H. Bluestein & Co
Michigan
$644K +$85.3K +1,600 +13%
NAM
355
NTV Asset Management
West Virginia
$635K +$13.2K +248 +2%
CCA
356
Checchi Capital Advisers
California
$633K +$90.3K +1,693 +14%
CS
357
Comerica Securities
Michigan
$632K -$42.6K -798 -6%
ACWM
358
Adams Chetwood Wealth Management
North Carolina
$632K +$18K +337 +3%
OFG
359
OmniStar Financial Group
North Carolina
$626K -$630K -11,815 -47%
ISB
360
Iowa State Bank
Iowa
$624K -$89.9K -1,686 -11%
KMWM
361
Keudell/Morrison Wealth Management
Oregon
$622K -$72.3K -1,356 -9%
PAM
362
Premier Asset Management
Illinois
$619K -$374K -7,012 -35%
GWM
363
Geneos Wealth Management
Colorado
$614K -$38.4K -720 -5%
BW
364
Bison Wealth
Georgia
$612K -$24.2K -453 -3%
GT
365
Greenleaf Trust
Michigan
$611K +$9.81K +184 +1%
PAM
366
PVG Asset Management
Colorado
$609K +$686K +12,855 New
SEC
367
Seven Eight Capital
New York
$606K +$683K +12,800 New
GA
368
Greytown Advisors
Florida
$604K -$244K -4,573 -27%
BP
369
Ballentine Partners
Massachusetts
$604K -$120K -2,255 -15%
SGI
370
Summit Global Investments
Utah
$603K -$120K -2,254 -15%
KWM
371
Kingsview Wealth Management
Oregon
$592K +$173K +3,240 +35%
PFPT
372
Pinnacle Financial Partners (Tennessee)
Tennessee
$588K -$4.21K -79 -0.6%
RDWM
373
Red Door Wealth Management
Tennessee
$587K -$31.6K -592 -5%
PPSG
374
Princeton Portfolio Strategies Group
New Jersey
$585K – – –
PA
375
Profund Advisors
Maryland
$583K -$248K -4,640 -27%