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Name Holding Trade Value Shares
Change
Change in
Stake
P
626
Pitcairn
Pennsylvania
$599K -$76.6K -388 -10%
Csenge Advisory Group
627
Csenge Advisory Group
Florida
$588K +$141K +715 +27%
Cullen/Frost Bankers
628
Cullen/Frost Bankers
Texas
$585K -$17.4K -88 -3%
Lido Advisors
629
Lido Advisors
California
$585K +$86.8K +440 +15%
Western Wealth Management
630
Western Wealth Management
Colorado
$578K -$37.3K -189 -5%
GP
631
Girard Partners
Pennsylvania
$572K -$30.2K -153 -4%
MCM
632
Monarch Capital Management
Indiana
$560K -$59.2K -300 -8%
LRPA
633
L. Roy Papp & Associates
Arizona
$559K – – –
Pinnacle Financial Partners (Tennessee)
634
Pinnacle Financial Partners (Tennessee)
Tennessee
$554K +$177K +896 +39%
United Capital Financial Advisors
635
United Capital Financial Advisors
Texas
$550K -$650K -3,296 -51%
BBA
636
BLB&B Advisors
Pennsylvania
$543K -$49.5K -251 -7%
Geneos Wealth Management
637
Geneos Wealth Management
Colorado
$542K -$30.6K -155 -5%
FC
638
Ferris Capital
Massachusetts
$540K -$6.51K -33 -1%
Greenleaf Trust
639
Greenleaf Trust
Michigan
$537K +$8.29K +42 +1%
BPCA
640
Bank Pictet & Cie (Asia)
Singapore
$533K – – –
CWA
641
Clarus Wealth Advisors
Arizona
$531K +$592 +3 +0.1%
CT
642
Caldwell Trust
Florida
$527K -$789 -4 -0.1%
Sowell Financial Services
643
Sowell Financial Services
Arkansas
$527K +$13K +66 +2%
Great Valley Advisor Group
644
Great Valley Advisor Group
Delaware
$523K +$151K +766 +34%
Clearstead Advisors
645
Clearstead Advisors
Ohio
$520K +$14.8K +75 +3%
NAM
646
Nexpoint Asset Management
Texas
$519K – – –
CCA
647
Checchi Capital Advisers
California
$518K +$38.1K +193 +7%
DWT
648
Dorsey & Whitney Trust
South Dakota
$517K +$5.92K +30 +1%
MCCP
649
Mission Creek Capital Partners
California
$512K -$67.1K -340 -10%
FFA
650
First Foundation Advisors
California
$511K -$913K -4,627 -61%