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Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Cetera Advisors
Colorado
$677K – – –
ZF
702
Zhang Financial
Michigan
$676K +$32.4K +840 +6%
SAM
703
Silvercrest Asset Management
New York
$675K – – –
CCA
704
Checchi Capital Advisers
California
$672K -$1.54K -40 -0.3%
RTC
705
Riverview Trust Company
Washington
$671K -$100K -2,600 -14%
RIL
706
Rothschild Investment LLC
Illinois
$670K – – –
PP
707
Prudential plc
United Kingdom
$665K -$40.9K -1,060 -6%
GAM
708
Griffin Asset Management
New York
$664K – – –
ED
709
Exane Derivatives
France
$662K +$137K +3,550 +30%
PWS
710
Precision Wealth Strategies
Missouri
$656K +$100K +2,600 +21%
HCM
711
HM Capital Management
Missouri
$650K +$1.54K +40 +0.3%
TAM
712
Trust Asset Management
Texas
$646K – – –
KWMG
713
King Wealth Management Group
Florida
$645K – – –
YMRC
714
Yorktown Management & Research Company
Virginia
$645K – – –
PAM
715
Palisade Asset Management
Minnesota
$645K +$48.2K +1,250 +9%
SPC
716
Sigma Planning Corp
Michigan
$641K +$225K +5,830 +64%
BTWM
717
Baker Tilly Wealth Management
Wisconsin
$632K +$154K +3,990 +37%
ADMI
718
Albert D. Mason Inc
Massachusetts
$631K +$42.1K +1,090 +8%
Fisher Asset Management
719
Fisher Asset Management
Washington
$626K -$22.4K -580 -4%
SI
720
Scharf Investments
California
$621K +$557K +14,430 New
TNA
721
True North Advisors
Texas
$618K +$12.3K +320 +2%
TA
722
Tectonic Advisors
Texas
$618K +$47.5K +1,230 +9%
CI
723
Conning Inc
Connecticut
$616K -$66.8K -1,730 -11%
EI
724
Ethic Inc
New York
$614K +$295K +7,640 +115%
TNBTD
725
Trustmark National Bank Trust Department
Mississippi
$613K +$8.1K +210 +1%