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Name Holding Trade Value Shares
Change
Change in
Stake
GC
801
Gilbert & Cook
Iowa
$262K +$28.1K +582 +13%
FCI
802
Financial Counselors Inc
Kansas
$259K -$11.4K -237 -4%
VFA
803
Valeo Financial Advisors
Indiana
$259K -$4.83K -100 -2%
APA
804
American Portfolios Advisors
New York
$259K -$1.93K -40 -0.8%
AAM
805
American Asset Management
Florida
$257K -$12.6K -261 -5%
KCM
806
Kendall Capital Management
Maryland
$257K
NNP
807
Nachman Norwood & Parrott
South Carolina
$257K +$243K +5,040 New
OPA
808
Old Port Advisors
Maine
$255K
IC
809
IEQ Capital
California
$255K +$242K +5,009 New
FNBOSM
810
First National Bank of South Miami
Florida
$250K -$4.01K -83 -2%
BCP
811
Blue Chip Partners
Michigan
$250K +$35.5K +736 +18%
PWPS
812
Pinnacle Wealth Planning Services
Ohio
$250K +$238K +4,923 New
CII
813
Capital International Inc
California
$243K
NFG
814
Next Financial Group
Texas
$242K -$33.8K -700 -13%
EWA
815
EP Wealth Advisors
California
$242K -$1.54K -32 -0.7%
ECM
816
Evergreen Capital Management
Washington
$242K +$230K +4,755 New
RT
817
Rockland Trust
Massachusetts
$240K -$89.3K -1,850 -28%
SWMG
818
Strategic Wealth Management Group
Maryland
$239K +$2.41K +50 +1%
RMCM
819
Reynders McVeigh Capital Management
Massachusetts
$238K
EWM
820
Evercore Wealth Management
New York
$237K -$57K -1,180 -20%
CPA
821
Cowen Prime Advisors
New York
$237K
ST
822
Smithfield Trust
Pennsylvania
$234K -$1.59K -33 -0.7%
RTS
823
Round Table Services
New Jersey
$234K
11A
824
10-15 Associates
New York
$232K -$204K -4,233 -48%
LJAC
825
L.J. Altfest & Co
New York
$231K -$15.6K -324 -7%