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Name Holding Trade Value Shares
Change
Change in
Stake
WC
1151
Waterloo Capital
Texas
$894K -$653K -1,525 -42%
Carnegie Investment Counsel
1152
Carnegie Investment Counsel
Ohio
$894K -$5.14K -12 -0.6%
GM
1153
GeoWealth Management
Illinois
$893K +$132K +308 +17%
KAS
1154
KPP Advisory Services
Kentucky
$885K +$12K +28 +1%
GFP
1155
Gryphon Financial Partners
Ohio
$880K -$481K -1,123 -35%
PEAK6
1156
PEAK6
Illinois
$879K -$2.44M -5,687 -73%
Moneta Group Investment Advisors
1157
Moneta Group Investment Advisors
Missouri
$873K -$201K -469 -19%
Sowell Financial Services
1158
Sowell Financial Services
Arkansas
$864K +$84.8K +198 +11%
PCA
1159
Purkiss Capital Advisors
Connecticut
$859K -$10.3K -24 -1%
IF
1160
Intrua Financial
Texas
$857K +$8.14K +19 +1%
MBTD
1161
Mechanics Bank - Trust Department
California
$856K -$117K -272 -12%
HC
1162
Hourglass Capital
Texas
$854K – – –
WAG
1163
Windsor Advisory Group
Ohio
$853K – – –
CFA
1164
CWS Financial Advisors
Michigan
$852K +$130K +303 +18%
SW
1165
SVB Wealth
Massachusetts
$852K -$176K -412 -17%
BEAM
1166
Baker Ellis Asset Management
Washington
$850K – – –
Krilogy Financial
1167
Krilogy Financial
Missouri
$845K +$311K +725 +64%
MCM
1168
Monarch Capital Management
Indiana
$845K – – –
MAM
1169
McLaughlin Asset Management
Illinois
$843K +$847K +1,977 New
SWM
1170
Shelton Wealth Management
Texas
$840K +$60.4K +141 +8%
FFC
1171
First Financial Corp
Indiana
$839K +$2.57K +6 +0.3%
Lighthouse Investment Partners
1172
Lighthouse Investment Partners
Florida
$833K -$66K -154 -7%
AFA
1173
AA Financial Advisors
Ohio
$833K -$12K -28 -1%
Intesa Sanpaolo SpA.
1174
Intesa Sanpaolo SpA.
Italy
$828K +$834K +1,947 New
SP
1175
SmartHarvest Portfolios
Washington
$825K +$829K +1,935 New