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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
701
Spreng Capital Management
Ohio
$496K -$34.5K -700 -7%
Allworth Financial
702
Allworth Financial
California
$496K -$12.1K -245 -3%
Forum Financial Management
703
Forum Financial Management
Illinois
$489K -$6.55K -133 -2%
ODG
704
O'Dell Group
Ohio
$486K +$837 +17 +0.2%
JBA
705
Johnson Bixby & Associates
Washington
$485K – – –
Freestone Capital Holdings
706
Freestone Capital Holdings
Washington
$480K -$837 -17 -0.2%
TIAA Trust, National Association
707
TIAA Trust, National Association
North Carolina
$480K +$4.97K +101 +1%
PIAS
708
PCA Investment Advisory Services
Ohio
$479K +$27.4K +557 +7%
TCM
709
Traynor Capital Management
Pennsylvania
$471K +$19.7K +401 +5%
BG
710
Benedetti & Gucer
Georgia
$465K -$49K -994 -11%
LCGC
711
Legacy Capital Group California
California
$464K -$15.3K -310 -4%
RIL
712
Rothschild Investment LLC
Illinois
$464K +$95.8K +1,945 +32%
FFS
713
Founders Financial Securities
Maryland
$460K +$396K +8,046 New
SFA
714
Souders Financial Advisors
Ohio
$459K +$17.7K +359 +5%
CIS
715
Custom Index Systems
New York
$458K +$395K +8,025 New
WWM
716
WJ Wealth Management
Arizona
$458K – – –
First National Trust
717
First National Trust
Pennsylvania
$457K – – –
MGI
718
MayTech Global Investments
New York
$457K – – –
SIC
719
Schwartz Investment Counsel
Michigan
$457K – – –
Apollon Wealth Management
720
Apollon Wealth Management
South Carolina
$456K -$6.94K -141 -2%
Benjamin F. Edwards & Company
721
Benjamin F. Edwards & Company
Missouri
$455K – – –
PSP
722
Principal Street Partners
Tennessee
$454K -$13.4K -272 -3%
CS
723
Capital Square
Tennessee
$453K -$443 -9 -0.1%
AF
724
Advisornet Financial
Minnesota
$453K -$1.13K -23 -0.3%
FIM
725
Fruth Investment Management
Texas
$445K -$24.6K -500 -6%