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Name Holding Trade Value Shares
Change
Change in
Stake
S
1001
SimplyRich
California
$2.42M +$39.3K +169 +2%
NP
1002
NorthRock Partners
Minnesota
$2.42M +$219K +940 +10%
YCMGA
1003
York Capital Management Global Advisors
New York
$2.4M -$440K -1,890 -15%
PRS
1004
Pinkerton Retirement Specialists
Idaho
$2.38M +$110K +473 +5%
KJHP
1005
K.J. Harrison & Partners
Ontario, Canada
$2.38M
WCA
1006
Westover Capital Advisors
Delaware
$2.38M -$16.5K -71 -0.7%
KFP
1007
Keystone Financial Planning
Ohio
$2.37M -$59.8K -257 -2%
BWL
1008
Bogart Wealth LLC
Virginia
$2.37M +$380K +1,635 +19%
PHS
1009
Pekin Hardy Strauss
Illinois
$2.36M -$21.4K -92 -0.9%
FWP
1010
FAS Wealth Partners
Kansas
$2.36M +$109K +468 +5%
WGAM
1011
Wilkinson Global Asset Management
New York
$2.35M
QP
1012
Quilter Plc
United Kingdom
$2.34M +$108K +463 +5%
OAM
1013
Oppenheimer Asset Management
New York
$2.34M +$70.7K +304 +3%
EL
1014
EMFO LLC
Florida
$2.34M +$2.36M +10,135 New
CGL
1015
Clarius Group LLC
Washington
$2.34M +$128K +551 +6%
PA
1016
Parallel Advisors
California
$2.34M +$232K +995 +11%
SWA
1017
SOA Wealth Advisors
New York
$2.34M -$307K -1,320 -12%
GAM
1018
Griffin Asset Management
New York
$2.33M -$6.05K -26 -0.3%
CBB
1019
Citizens Business Bank
California
$2.32M +$13.3K +57 +0.6%
American Century Companies
1020
American Century Companies
Missouri
$2.31M +$515K +2,215 +28%
AFM
1021
Anson Funds Management
Texas
$2.31M
KFBMI
1022
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.31M
SW
1023
SlateStone Wealth
Florida
$2.29M -$7.91K -34 -0.3%
EHWM
1024
Eads & Heald Wealth Management
Georgia
$2.29M -$4.65K -20 -0.2%
BA
1025
Birinyi Associates
Connecticut
$2.29M