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Name Holding Trade Value Shares
Change
Change in
Stake
BP
626
Ballentine Partners
Massachusetts
$295K +$300K +8,673 New
GI
627
Glovista Investments
New Jersey
$293K -$38K -1,100 -11%
FPS
628
Fieldpoint Private Securities
Connecticut
$293K +$91.5K +2,649 +44%
AFWM
629
AMJ Financial Wealth Management
Virginia
$290K -$171K -4,958 -37%
FHA
630
First Horizon Advisors
Tennessee
$290K +$3.97K +115 +1%
CLOS
631
Compagnie Lombard Odier SCmA
Switzerland
$288K – – –
GWM
632
Geneos Wealth Management
Colorado
$287K +$40.1K +1,160 +16%
EI
633
Ellevest Inc
New York
$286K +$29.3K +847 +11%
ER
634
Enlightenment Research
Florida
$285K +$290K +8,400 New
CCM
635
Coldstream Capital Management
Washington
$283K -$40.5K -1,174 -12%
DWT
636
Dorsey & Whitney Trust
South Dakota
$282K -$17.5K -508 -6%
KWM
637
Kingsview Wealth Management
Oregon
$282K +$288K +8,328 New
CFB
638
Cullen/Frost Bankers
Texas
$277K +$44.2K +1,281 +19%
AA
639
ALPS Advisors
Colorado
$275K +$280K +8,102 New
MWM
640
Merriman Wealth Management
Washington
$274K – – –
Fayez Sarofim & Co
641
Fayez Sarofim & Co
Texas
$271K -$25.1K -728 -8%
WP
642
WealthPLAN Partners
Nebraska
$269K +$2.73K +79 +0.9%
BFEC
643
Benjamin F. Edwards & Company
Missouri
$269K +$6.08K +176 +2%
TCM
644
Traynor Capital Management
Pennsylvania
$265K -$32.5K -940 -10%
FWP
645
FAS Wealth Partners
Kansas
$264K +$10.6K +307 +4%
WB
646
WesBanco Bank
West Virginia
$261K +$40.4K +1,170 +18%
W
647
Wealthquest
Ohio
$260K -$22.6K -655 -8%
RFC
648
Regions Financial Corp
Alabama
$257K +$17.3K +500 +7%
EWM
649
Evercore Wealth Management
New York
$256K +$1.8K +52 +0.7%
PFS
650
Prospera Financial Services
Texas
$254K -$316K -9,150 -55%