Name Holding Trade Value Shares
Change
Change in
Stake
FAOAI
701
Fund Advisors of America Inc
Florida
$286K +$303K +1,140 New
ISL
702
Ingalls & Snyder LLC
New York
$285K – – –
SAM
703
Satovsky Asset Management
New York
$285K +$3.98K +15 +1%
SI
704
Stephens Inc
Arkansas
$285K +$1.86K +7 +0.6%
PA
705
Pinnacle Associates
New York
$282K +$11.2K +42 +4%
PWW
706
Pettyjohn Wood & White
Virginia
$282K +$8.23K +31 +3%
CFG
707
Carr Financial Group
Massachusetts
$282K +$797 +3 +0.3%
BM
708
Belfer Management
New York
$281K -$32.4K -122 -10%
NWM
709
Northcape Wealth Management
New York
$276K – – –
PB
710
Pinnacle Bancorp
Nebraska
$274K – – –
MYIA
711
Mount Yale Investment Advisors
Colorado
$273K -$51.8K -195 -15%
IP
712
Indivisible Partners
Florida
$264K +$279K +1,052 New
VAS
713
Vestmark Advisory Solutions
Massachusetts
$263K -$215K -808 -44%
FTWA
714
Fifth Third Wealth Advisors
Ohio
$263K -$2.92K -11 -1%
UIA
715
Ulland Investment Advisors
Minnesota
$262K – – –
MG
716
Mather Group
Illinois
$260K -$13.5K -51 -5%
PFA
717
Pure Financial Advisors
California
$260K +$4.78K +18 +2%
LFAS
718
Level Four Advisory Services
Texas
$259K -$13K -49 -5%
FHA
719
Flagship Harbor Advisors
Massachusetts
$259K -$11.2K -42 -4%
OC
720
Oppenheimer & Co
New York
$258K -$87.4K -329 -24%
AIM
721
Athena Investment Management
California
$258K – – –
CI
722
CX Institutional
Indiana
$255K +$11.2K +42 +4%
RPGK
723
Retirement Planning Group (Kansas)
Kansas
$255K +$33.5K +126 +14%
JIC
724
Johnson Investment Counsel
Ohio
$254K +$2.92K +11 +1%
IFWM
725
Institute for Wealth Management
Colorado
$252K -$2.13K -8 -0.8%