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Name Holding Trade Value Shares
Change
Change in
Stake
AB
1301
Atlas Brown
Kentucky
$772K
FNFDCM
1302
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$771K +$2.55K +18 +0.3%
TCOO
1303
Trust Company of Oklahoma
Oklahoma
$770K +$46.7K +329 +7%
IPC
1304
Independent Portfolio Consultants
Florida
$766K -$382K -2,692 -34%
GIA
1305
GHP Investment Advisors
Colorado
$762K +$54.3K +383 +8%
CCG
1306
Chatham Capital Group
Georgia
$758K +$10.6K +75 +1%
WA
1307
Waverly Advisors
Alabama
$758K +$189K +1,335 +35%
SMH
1308
Sanders Morris Harris
Texas
$754K +$28.4K +200 +4%
CS
1309
Cannell & Spears
New York
$753K
BFC
1310
Blue Fin Capital
Rhode Island
$751K
RCP
1311
Rothschild Capital Partners
New York
$749K
MWM
1312
Meridian Wealth Management
Kentucky
$748K -$709 -5 -0.1%
NSIM
1313
North Star Investment Management
Illinois
$743K +$425 +3 +0.1%
TIA
1314
Tiemann Investment Advisors
California
$742K -$5.67K -40 -0.8%
CBA
1315
Coastal Bridge Advisors
Connecticut
$740K +$1.14K +8 +0.2%
WI
1316
Wintrust Investments
Illinois
$737K +$384K +2,708 +117%
JMFC
1317
J.M. Forbes & Co
Massachusetts
$736K
Susquehanna International Group
1318
Susquehanna International Group
Pennsylvania
$734K +$709K +5,000 New
KF
1319
Krilogy Financial
Missouri
$733K
1GA
1320
1st Global Advisors
Texas
$729K +$63.3K +446 +10%
AI
1321
Accredited Investors
Minnesota
$727K +$4.54K +32 +0.7%
BCP
1322
Berkeley Capital Partners
Georgia
$724K -$38.2K -269 -5%
CBU
1323
CIBC Bank USA
Illinois
$724K +$55K +388 +9%
UBWV
1324
United Bank (West Virginia)
West Virginia
$723K +$14.2K +100 +2%
PCMM
1325
Private Capital Management (Minnesota)
Minnesota
$719K -$106K -750 -13%