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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AE Wealth Management
Kansas
$996K +$14.3K +362 +1%
MIS
127
Morningstar Investment Services
Illinois
$975K +$46.3K +1,176 +5%
BIP
128
Brandes Investment Partners
California
$963K -$27.5K -697 -3%
ATPW
129
Ashton Thomas Private Wealth
Arizona
$959K -$14.4K -365 -1%
OCM
130
Orleans Capital Management
Louisiana
$939K +$29K +735 +3%
SFA
131
Sequoia Financial Advisors
Ohio
$929K +$1.5K +38 +0.2%
Invesco
132
Invesco
Georgia
$920K +$50.3K +1,277 +6%
DWT
133
Dorsey & Whitney Trust
South Dakota
$916K +$38.8K +984 +4%
CCA
134
Checchi Capital Advisers
California
$914K +$69.4K +1,761 +8%
GF
135
Gabelli Funds
New York
$908K
SAI
136
Systematic Alpha Investments
New Jersey
$908K
VT
137
Vise Technologies
New York
$906K +$40.5K +1,027 +5%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$857K +$67.5K +1,713 +9%
MPPW
139
Mitchell & Pahl Private Wealth
Oklahoma
$831K +$79.6K +2,021 +11%
ZB
140
Zions Bancorporation
Utah
$823K +$170K +4,317 +26%
LFAS
141
Level Four Advisory Services
Texas
$817K -$474K -12,027 -37%
GT
142
Glenmede Trust
Pennsylvania
$806K +$68.7K +1,743 +9%
Prudential Financial
143
Prudential Financial
New Jersey
$798K +$92.5K +2,348 +13%
EFH
144
Eaton Financial Holdings
Florida
$797K +$796K +20,191 New
MP
145
McDonald Partners
Ohio
$792K +$8.08K +205 +1%
RC
146
RBF Capital
California
$789K
DC
147
Davenport & Co
Virginia
$789K +$200K +5,067 +34%
WS
148
Wedbush Securities
California
$787K +$294K +7,457 +60%
SIA
149
SeaBridge Investment Advisors
New Jersey
$785K
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$785K +$784K +19,883 New