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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
701
Mainstay Capital Management
Michigan
$316K – – –
OC
702
Oarsman Capital
Wisconsin
$316K – – –
SWM
703
SeaCrest Wealth Management
New York
$316K +$18.8K +125 +7%
MA
704
MUFG Americas
New York
$315K -$33.3K -221 -10%
MA
705
Mutual Advisors
Nebraska
$314K -$12.2K -81 -4%
PWP
706
Principle Wealth Partners
Connecticut
$312K +$151 +1 +0.1%
WP
707
WMS Partners
Maryland
$312K +$151 +1 +0.1%
QPWM
708
Quadrant Private Wealth Management
Pennsylvania
$311K -$5.12K -34 -2%
EWM
709
Evercore Wealth Management
New York
$309K -$66.7K -443 -18%
TF
710
Tompkins Financial
New York
$304K -$11.3K -75 -4%
Members Trust
711
Members Trust
Florida
$302K -$17.2K -114 -6%
FHA
712
First Horizon Advisors
Tennessee
$302K +$2.86K +19 +1%
JCIA
713
Jackson Creek Investment Advisors
Colorado
$302K +$288K +1,911 New
CFGS
714
Concourse Financial Group Securities
Alabama
$296K +$48.9K +325 +21%
FRA
715
Front Row Advisors
California
$293K – – –
GD
716
Grandfield & Dodd
New York
$290K – – –
NIC
717
Northwest Investment Counselors
Oregon
$290K – – –
EFS
718
Essex Financial Services
Connecticut
$287K -$5.57K -37 -2%
AFC
719
AFT Forsyth & Company
Florida
$286K – – –
DLA
720
Douglas Lane & Associates
New York
$284K -$5.42K -36 -2%
NG
721
Northstar Group
New York
$281K – – –
MAFM
722
Mid Atlantic Financial Management
Pennsylvania
$279K -$6.02K -40 -2%
CHAM
723
Clear Harbor Asset Management
Connecticut
$279K +$5.57K +37 +2%
TIA
724
Traphagen Investment Advisors
New Jersey
$277K +$263K +1,749 New
OFS
725
Orrstown Financial Services
Pennsylvania
$275K -$37.3K -248 -13%