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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
601
Wealthstreet Investment Advisors
Texas
$219K +$18K +888 +8%
RCM
602
Radnor Capital Management
Pennsylvania
$217K
CCA
603
Checchi Capital Advisers
California
$217K +$1.03K +51 +0.4%
IC
604
IEQ Capital
California
$217K +$52.3K +2,583 +26%
IAMOG
605
Investors Asset Management of Georgia
Georgia
$215K -$54.6K -2,700 -18%
GCM
606
Gables Capital Management
Florida
$215K +$2.73K +135 +1%
BOTW
607
Bank of the West
California
$214K -$11.6K -571 -4%
WANY
608
Wealthspire Advisors (New York)
New York
$214K +$250K +12,335 New
GBBWRPM
609
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$213K -$19.4K -960 -7%
LOAMS
610
Lombard Odier Asset Management (Switzerland)
Switzerland
$213K
WSC
611
Wellington Shields & Co
New York
$212K
SAM
612
Sawgrass Asset Management
Florida
$211K
PA
613
Parallel Advisors
California
$209K -$58.4K -2,884 -19%
BAS
614
Brown Advisory Securities
Maryland
$209K
MIAN
615
Mariner Independent Advisor Network
Kansas
$208K -$2.21K -109 -0.8%
HCP
616
Holt Capital Partners
Texas
$208K
SCA
617
SMH Capital Advisors
Texas
$207K +$5.36K +265 +2%
WAM
618
Wakefield Asset Management
Colorado
$207K +$242K +11,936 New
HI
619
Horizon Investments
North Carolina
$202K -$66K -3,263 -22%
EA
620
Elm Advisors
California
$201K
WSFS
621
Wilmington Savings Fund Society
Delaware
$200K +$233K +11,490 New
TU
622
TDAM USA
Ontario, Canada
$199K -$55.4K -2,736 -19%
CFB
623
Cullen/Frost Bankers
Texas
$199K +$101 +5 +0%
OPA
624
Old Port Advisors
Maine
$199K +$232K +11,465 New
BMO
625
Beck Mack & Oliver
New York
$198K