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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
301
IHT Wealth Management
Illinois
$67K -$14.1K -690 -18%
Nisa Investment Advisors
302
Nisa Investment Advisors
Missouri
$67K – – –
CG
303
Cutler Group
California
$63K -$21.1K -1,031 -27%
EWM
304
Evercore Wealth Management
New York
$56K – – –
FPFS
305
First Personal Financial Services
North Carolina
$54K +$49.2K +2,408 New
BTIS
306
BB&T Investment Services
North Carolina
$45K – – –
CCM
307
Covington Capital Management
California
$45K – – –
WEC
308
Winslow Evans & Crocker
Massachusetts
$44.7K – – –
WCBA
309
Weaver C. Barksdale & Associates
Tennessee
$40K -$552 -27 -1%
PCG
310
Private Capital Group
Connecticut
$37K +$33.8K +1,656 New
DCM
311
Delpha Capital Management
New York
$35K +$32.3K +1,579 New
ClearBridge Investments
312
ClearBridge Investments
New York
$34K +$123 +6 +0.4%
FRA
313
Front Row Advisors
California
$34K +$31K +1,517 New
WAS
314
WESPAC Advisors SoCal
California
$33K -$16.9K -825 -35%
PCP
315
Proficio Capital Partners
Massachusetts
$33K +$16.3K +797 +116%
CHP
316
Cable Hill Partners
Oregon
$32K +$10.2K +500 +53%
GBT
317
Grove Bank & Trust
Florida
$31K – – –
DBT
318
Dubuque Bank & Trust
Iowa
$29K – – –
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$29K +$26.2K +1,281 New
CA
320
Calton & Associates
Florida
$28K +$26.1K +1,280 New
FIM
321
Foresters Investment Management
New York
$25K +$22.5K +1,100 New
Financial Engines Advisors
322
Financial Engines Advisors
California
$23K +$20.6K +1,009 New
PHK
323
Point72 Hong Kong
Hong Kong
$23K +$20.7K +1,013 New
EDRH
324
Edmond de Rothschild Holding
Switzerland
$22K – – –
SWM
325
SeaCrest Wealth Management
New York
$22K +$20.4K +1,000 New