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Name Holding Trade Value Shares
Change
Change in
Stake
FT
676
Fiduciary Trust
Massachusetts
$570K -$125K -2,575 -19%
IFWM
677
Institute for Wealth Management
Colorado
$569K -$70.6K -1,449 -12%
MWM
678
Mission Wealth Management
California
$568K -$68K -1,396 -11%
BFEC
679
Benjamin F. Edwards & Company
Missouri
$566K -$161K -3,303 -23%
MAA
680
Mraz Amerine & Associates
California
$559K -$127K -2,603 -19%
FWCM
681
First Western Capital Management
California
$554K -$93K -1,910 -15%
EM
682
ELCO Management
New York
$550K -$63.9K -1,313 -11%
PAS
683
Partnervest Advisory Services
California
$548K +$281K +5,768 +121%
PBO
684
Peoples Bank (Ohio)
Ohio
$532K -$71.6K -1,470 -13%
SC
685
Savant Capital
Illinois
$530K -$70.9K -1,455 -12%
FVCM
686
F&V Capital Management
Florida
$528K -$60.4K -1,240 -11%
SGCA
687
Steel Grove Capital Advisors
Tennessee
$522K -$59.8K -1,227 -11%
LBA
688
Letko, Brosseau & Associates
Quebec, Canada
$522K -$59.7K -1,226 -11%
UF
689
Univest Financial
Pennsylvania
$521K -$35.2K -723 -7%
NJBEST
690
New Jersey Better Educational Savings Trust
New Jersey
$520K +$487K +10,000 New
EWM
691
Evercore Wealth Management
New York
$518K -$118K -2,432 -20%
ASN
692
Advisory Services Network
Georgia
$511K -$48.8K -1,003 -9%
ICOA
693
Investment Centers of America
North Dakota
$511K -$2.58K -53 -0.5%
DBT
694
Dubuque Bank & Trust
Iowa
$506K +$428K +8,795 +934%
FAN
695
Financial Advisors Network
California
$501K -$37.8K -777 -7%
FM
696
Forward Management
California
$497K -$62.2K -1,278 -12%
LIM
697
Leavell Investment Management
Alabama
$493K +$108K +2,209 +30%
PMG
698
ProVise Management Group
Florida
$488K -$975K -20,013 -68%
NFG
699
Next Financial Group
Texas
$479K -$249K -5,122 -36%
AA
700
Apriem Advisors
California
$476K -$268K -5,493 -37%