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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
676
One Wealth Advisors
California
$396K -$10.2K -223 -3%
CCA
677
Checchi Capital Advisers
California
$392K +$49.1K +1,075 +15%
PNC
678
Park National Corp
Ohio
$387K +$9.14K +200 +2%
AIM
679
Aspen Investment Management
Michigan
$381K
LIM
680
Leavell Investment Management
Alabama
$380K -$8K -175 -2%
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$377K +$268K +5,859 +266%
NJBEST
682
New Jersey Better Educational Savings Trust
New Jersey
$374K -$91.4K -2,000 -20%
CK
683
Cohen Klingenstein
New York
$374K
HSA
684
HBK Sorce Advisory
Pennsylvania
$371K -$13.9K -304 -4%
ATC
685
Adirondack Trust Company
New York
$371K -$13.1K -287 -3%
CWM
686
Confluence Wealth Management
Oregon
$370K +$2.15K +47 +0.6%
BC
687
Banced Corp
Illinois
$370K +$4.52K +99 +1%
WAM
688
Wakefield Asset Management
Colorado
$362K +$354K +7,745 New
MCA
689
Morris Capital Advisors
Pennsylvania
$361K -$7.54K -165 -2%
DWM
690
Dakota Wealth Management
Florida
$358K -$914 -20 -0.3%
MCWS
691
McKinley Carter Wealth Services
West Virginia
$358K +$38.7K +847 +12%
BDF
692
Balasa Dinverno & Foltz
$358K +$118K +2,592 +51%
SIC
693
Shoker Investment Counsel
Ohio
$356K +$36.5K +799 +12%
CBU
694
CIBC Bank USA
Illinois
$355K -$35.6K -780 -9%
PFBT
695
Parkside Financial Bank & Trust
Missouri
$354K -$13K -284 -4%
TYCC
696
Texas Yale Capital Corp
Florida
$354K
PCMC
697
Paragon Capital Management (Colorado)
Colorado
$353K +$274 +6 +0.1%
GCP
698
GSA Capital Partners
United Kingdom
$353K +$345K +7,553 New
MGIA
699
Moneta Group Investment Advisors
Missouri
$350K -$542K -11,859 -61%
PTC
700
Private Trust Company
Ohio
$349K +$21.2K +465 +7%