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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
376
Mount Yale Investment Advisors
Colorado
$677K +$393K +7,563 +160%
Bessemer Group
377
Bessemer Group
New Jersey
$674K +$42.9K +824 +7%
TCPWM
378
Traverso Chambers Private Wealth Management
California
$673K +$22.7K +437 +4%
AAS
379
Ameritas Advisory Services
Nebraska
$664K +$627K +12,045 New
ACA
380
Atlas Capital Advisors
Wyoming
$664K +$616K +11,834 +5,801%
CCA
381
Checchi Capital Advisers
California
$655K +$11.7K +225 +2%
ABLA
382
Alan B. Lancz & Associates
Ohio
$654K +$617K +11,860 New
JWS
383
Juncture Wealth Strategies
Arizona
$653K -$4.16K -80 -0.7%
MNBTD
384
Moody National Bank Trust Division
Texas
$652K -$1.69M -32,568 -73%
MIP
385
Marietta Investment Partners
Wisconsin
$647K – – –
BI
386
Ballast Inc
Kentucky
$645K -$5.25K -101 -0.9%
CF
387
Centaurus Financial
California
$636K +$25.5K +491 +4%
BL
388
Balentine LLC
Georgia
$634K +$236K +4,535 +65%
APA
389
American Portfolios Advisors
New York
$632K +$127K +2,440 +27%
LWM
390
Loveless Wealth Management
Montana
$630K -$3.33K -64 -0.6%
SWM
391
Spire Wealth Management
Virginia
$628K +$82.7K +1,589 +16%
GG
392
Gleason Group
Kentucky
$627K +$7.65K +147 +1%
FT
393
Fiduciary Trust
Massachusetts
$623K -$7.75K -149 -1%
KPWS
394
Kestra Private Wealth Services
Texas
$620K +$151K +2,900 +35%
CFB
395
Cullen/Frost Bankers
Texas
$613K -$170K -3,273 -23%
EM
396
Excalibur Management
Massachusetts
$612K -$12.2K -234 -2%
HIMCH
397
Hartford Investment Management Co (HIMCO)
Connecticut
$607K – – –
PFPT
398
Pinnacle Financial Partners (Tennessee)
Tennessee
$604K – – –
RIG
399
Roosevelt Investment Group
New York
$602K +$568K +10,917 New
GVAG
400
Great Valley Advisor Group
Delaware
$600K -$98.8K -1,900 -15%