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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
401
Frank Rimerman Advisors
California
$585K +$238K +6,083 +82%
FFM
402
Forum Financial Management
Illinois
$582K +$156 +4 +0%
SAM
403
Smartleaf Asset Management
Massachusetts
$579K +$218K +5,574 +65%
HNB
404
Huntington National Bank
Ohio
$578K -$25.4K -651 -5%
CAM
405
Cresset Asset Management
Illinois
$578K +$3.94K +101 +0.8%
SMH
406
Sanders Morris Harris
Texas
$577K +$522K +13,360 New
PCS
407
Personal CFO Solutions
New Jersey
$576K +$17.7K +452 +4%
SCP
408
Sivia Capital Partners
California
$569K +$253K +6,483 +97%
HT
409
Heritage Trust
Oklahoma
$569K +$515K +13,175 New
IAA
410
Independent Advisor Alliance
North Carolina
$564K -$17.1K -437 -3%
NL
411
NWAM LLC
Washington
$559K -$25.8K -660 -5%
PVI
412
Pine Valley Investments
New Jersey
$556K -$781 -20 -0.2%
DS
413
DRW Securities
Illinois
$554K +$501K +12,820 New
BFS
414
Bradley Foster & Sargent
Connecticut
$553K -$19.2K -491 -4%
KLCM
415
KG&L Capital Management
Louisiana
$546K -$49.4K -1,265 -9%
IB
416
Intrust Bank
Kansas
$543K +$61.5K +1,574 +14%
DBIA
417
Dumont & Blake Investment Advisors
New Jersey
$539K -$3.52K -90 -0.7%
HCM
418
Huber Capital Management
California
$536K
WIA
419
World Investment Advisors
California
$535K -$147K -3,768 -23%
CW
420
Code Waechter
Florida
$531K +$470K +12,028 New
MFF
421
Michels Family Financial
Texas
$527K +$14.3K +365 +3%
EM
422
Excalibur Management
Massachusetts
$523K -$4.92K -126 -1%
PFPT
423
Pinnacle Financial Partners (Tennessee)
Tennessee
$523K +$26.1K +667 +6%
FA
424
Fiduciary Alliance
South Carolina
$520K +$7.62K +195 +2%
BCM
425
Boltwood Capital Management
California
$520K +$1.76K +45 +0.4%