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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
551
Level Four Advisory Services
Texas
$633K +$77.8K +462 +15%
WAM
552
Weatherly Asset Management
California
$631K -$8.42K -50 -1%
FTC
553
Farmers Trust Company
Ohio
$626K -$28.6K -170 -5%
CAPTRUST Financial Advisors
554
CAPTRUST Financial Advisors
North Carolina
$626K +$196K +1,163 +48%
CC
555
Centiva Capital
New York
$626K +$605K +3,593 New
SSWM
556
Smith Salley Wealth Management
North Carolina
$623K +$56.4K +335 +10%
SSB
557
Sandy Spring Bank
Maryland
$620K +$22.4K +133 +4%
OTPPB
558
Ontario Teachers' Pension Plan Board
Ontario, Canada
$616K +$595K +3,534 New
PFPT
559
Pinnacle Financial Partners (Tennessee)
Tennessee
$613K
PWA
560
Pinnacle Wealth Advisors
Tennessee
$613K +$593K +3,520 New
SVWAG
561
Sound View Wealth Advisors Group
Georgia
$612K +$168 +1 +0%
AWM
562
AE Wealth Management
Kansas
$608K +$87.4K +519 +17%
TCM
563
Tuttle Capital Management
Connecticut
$608K +$588K +3,491 New
FHB
564
First Hawaiian Bank
Hawaii
$604K -$29.6K -176 -5%
SWM
565
Spire Wealth Management
Virginia
$603K -$97.2K -577 -14%
SWP
566
Stratos Wealth Partners
Ohio
$602K +$4.38K +26 +0.8%
WFI
567
West Family Investments
California
$600K +$580K +3,446 New
TCOT
568
Trust Company of Toledo
Ohio
$597K
AL
569
ADE LLC
Maryland
$596K
PP
570
Paloma Partners
Connecticut
$595K -$4.43M -26,320 -89%
LWAC
571
Laurel Wealth Advisors (California)
California
$595K -$842 -5 -0.1%
JCM
572
Jacobi Capital Management
Pennsylvania
$588K -$6.06K -36 -1%
HPC
573
HM Payson & Co
Maine
$583K -$46.1K -274 -8%
AFIA
574
America First Investment Advisors
Nebraska
$579K
WC
575
Woodstock Corp
Massachusetts
$574K