Name Holding Trade Value Shares
Change
Change in
Stake
GS
701
GTS Securities
Florida
$240K -$362K -1,644 -60%
CCA
702
Checchi Capital Advisers
California
$240K +$10.4K +47 +4%
HNB
703
Huntington National Bank
Ohio
$240K +$47.1K +214 +24%
CIC
704
Chilton Investment Company
Connecticut
$239K – – –
DAS
705
Dynamic Advisor Solutions
Arizona
$238K +$28.2K +128 +13%
AWA
706
Arkadios Wealth Advisors
Georgia
$237K -$5.51K -25 -2%
PG
707
Patten Group
Tennessee
$236K +$10.4K +47 +5%
RWB
708
RMR Wealth Builders
New Jersey
$235K – – –
PB
709
Pinnacle Bancorp
Nebraska
$235K +$1.1K +5 +0.5%
EWM
710
Evercore Wealth Management
New York
$234K -$37.4K -170 -14%
MIM
711
Meixler Investment Management
Arizona
$233K -$17.4K -79 -7%
WRM
712
Weybosset Research & Management
Rhode Island
$233K -$135K -613 -2%
WorldQuant Millennium Advisors
713
WorldQuant Millennium Advisors
New York
$233K +$235K +1,065 New
CWA
714
CM Wealth Advisors
Ohio
$230K +$251K +1,139 New
PA
715
Pinnacle Associates
New York
$227K +$3.75K +17 +2%
PFA
716
Pure Financial Advisors
California
$226K -$15K -68 -6%
TAM
717
Trust Asset Management
Texas
$225K – – –
RMC
718
Resources Management Corp
Connecticut
$223K – – –
MW
719
Marcum Wealth
Ohio
$222K +$2.86K +13 +1%
WCA
720
Westover Capital Advisors
Delaware
$222K – – –
CFB
721
Cullen/Frost Bankers
Texas
$222K – – –
MC
722
Machina Capital
France
$220K +$222K +1,009 New
TF
723
Tompkins Financial
New York
$220K – – –
AP
724
Atwood & Palmer
Missouri
$220K +$1.32K +6 +0.6%
SI
725
Stephens Inc
Arkansas
$220K -$137K -624 -38%