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Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
626
Bank of the West
California
$244K
EA
627
Elm Advisors
California
$244K
FCI
628
Financial Counselors Inc
Kansas
$244K +$1.34K +68 +0.5%
CIAS
629
Capital Investment Advisory Services
North Carolina
$243K -$14.7K -750 -6%
Fisher Asset Management
630
Fisher Asset Management
Washington
$243K +$48K +2,446 +24%
PWPS
631
Pinnacle Wealth Planning Services
Ohio
$239K -$24.5K -1,245 -9%
VFA
632
Valeo Financial Advisors
Indiana
$237K +$39 +2 +0%
RCM
633
Radnor Capital Management
Pennsylvania
$236K
DC
634
Davenport & Co
Virginia
$235K
CCA
635
Checchi Capital Advisers
California
$233K -$14.3K -726 -6%
FSA
636
Franklin Street Advisors
North Carolina
$230K -$23.6K -1,200 -9%
SAM
637
Sawgrass Asset Management
Florida
$230K +$2.95K +150 +1%
WIA
638
Wealthstreet Investment Advisors
Texas
$229K -$6.74K -343 -3%
HCP
639
Holt Capital Partners
Texas
$227K -$64.8K -3,300 -22%
MIFH
640
Migdal Insurance & Financial Holdings
Israel
$227K -$13.8K -703 -6%
BMO
641
Beck Mack & Oliver
New York
$227K
Rockefeller Capital Management
642
Rockefeller Capital Management
New York
$227K +$49.4K +2,516 +27%
S
643
SignatureFD
Georgia
$224K -$6.99K -356 -3%
SFG
644
SevenBridge Financial Group
Pennsylvania
$224K +$173K +8,807 +288%
PNC
645
Park National Corp
Ohio
$223K
ZCA
646
Zeke Capital Advisors
Pennsylvania
$220K -$537K -27,351 -70%
S
647
Seeyond
France
$220K
CFB
648
Cullen/Frost Bankers
Texas
$219K -$1.85K -94 -0.8%
GBBWRPM
649
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$219K +$2K +102 +0.9%
CCIA
650
Campbell & Co Investment Adviser
Maryland
$219K +$227K +11,570 New