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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
626
Carroll Financial Associates
North Carolina
$123K +$12.9K +231 +12%
EWM
627
Evercore Wealth Management
New York
$121K -$93.4K -1,670 -42%
BKBG
628
BHF Kleinwort Benson Group
Belgium
$120K -$123K -2,192 -49%
SFWA
629
Summit Financial Wealth Advisors
Louisiana
$119K +$125K +2,234 New
ACS
630
Archford Capital Strategies
Illinois
$117K -$268K -4,794 -69%
FCM
631
Forester Capital Management
Illinois
$117K
Thrivent Financial for Lutherans
632
Thrivent Financial for Lutherans
Minnesota
$113K +$44.8K +800 +62%
DSC
633
Duncker Streett & Co
Missouri
$103K -$4.48K -80 -4%
ARMT
634
Amica Retiree Medical Trust
Rhode Island
$103K +$107K +1,919 New
DAM
635
Delta Asset Management
Tennessee
$102K -$1.79K -32 -2%
CFA
636
Camarda Financial Advisors
Florida
$95K
PR
637
Payden & Rygel
California
$90K
CPA
638
Cowen Prime Advisors
New York
$85K
FFC
639
First Financial Corp
Indiana
$85K
ST
640
Smithfield Trust
Pennsylvania
$84K -$57.4K -1,026 -40%
FWM
641
Focused Wealth Management
New York
$82K +$392 +7 +0.5%
HIM
642
Hillsdale Investment Management
Ontario, Canada
$81K -$4.48K -80 -5%
SAM
643
Shamrock Asset Management
Texas
$77K -$1.56M -27,888 -95%
OC
644
Oakworth Capital
Alabama
$77K
LIA
645
LS Investment Advisors
Michigan
$73K
JIC
646
Joel Isaacson & Co
New York
$73K +$5.99K +107 +9%
TF
647
Tompkins Financial
New York
$67K -$10.7K -192 -13%
JAM
648
JCIC Asset Management
Ontario, Canada
$65K
MBT
649
Monroe Bank & Trust
Michigan
$64K +$67.1K +1,200 New
RIA
650
Regal Investment Advisors
Michigan
$61K -$29.9K -535 -32%