Name Holding Trade Value Shares
Change
Change in
Stake
APA
1026
American Portfolios Advisors
New York
$1.51M +$52.7K +354 +4%
BCM
1027
Breiter Capital Management
Florida
$1.51M -$157K -1,053 -9%
BIM
1028
Bridges Investment Management
Nebraska
$1.5M -$221K -1,483 -13%
JWCA
1029
J.W. Cole Advisors
Florida
$1.5M -$16.5K -111 -1%
FCT
1030
First Community Trust
Iowa
$1.5M +$1.5M +10,088 New
ZB
1031
Zions Bancorporation
Utah
$1.5M +$78.7K +528 +6%
CCP
1032
Corient Capital Partners
California
$1.5M +$137K +917 +10%
PIG
1033
Pantheon Investment Group
California
$1.49M +$432K +2,898 +41%
SFS
1034
Summit Financial Strategies
Ohio
$1.49M -$846K -5,678 -36%
NP
1035
NorthRock Partners
Minnesota
$1.49M +$166K +1,112 +12%
SAM
1036
Sompo Asset Management
Japan
$1.49M +$1.5M +10,046 New
CTA
1037
Colonial Trust Advisors
South Carolina
$1.49M – – –
CAC
1038
Cowen and Company
New York
$1.48M +$1.49M +9,995 New
YIA
1039
YHB Investment Advisors
Connecticut
$1.48M -$20.1K -135 -1%
SLI
1040
Sumitomo Life Insurance
Japan
$1.48M -$45.9K -308 -3%
MGIA
1041
Moneta Group Investment Advisors
Missouri
$1.48M -$24.7K -166 -2%
BFA
1042
Benedict Financial Advisors
Georgia
$1.48M -$7K -47 -0.5%
SVWAG
1043
Sound View Wealth Advisors Group
Georgia
$1.48M +$113K +758 +8%
WCM
1044
Whitener Capital Management
North Carolina
$1.48M +$222K +1,487 +18%
RC
1045
Roundview Capital
New Jersey
$1.48M -$13.9K -93 -0.9%
LTI
1046
Laffer Tengler Investments
Tennessee
$1.48M -$2.53K -17 -0.2%
IAIM
1047
International Assets Investment Management
Florida
$1.47M -$26.2K -176 -2%
FWM
1048
Focused Wealth Management
New York
$1.47M +$298 +2 +0%
ECM
1049
Evergreen Capital Management
Washington
$1.46M +$58K +389 +4%
LFAS
1050
Level Four Advisory Services
Texas
$1.46M +$268K +1,800 +22%