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Name Holding Trade Value Shares
Change
Change in
Stake
PSC
251
Prentiss Smith & Co
Vermont
$55K – – –
SAM
252
Solaris Asset Management
New York
$48K – – –
PR
253
Payden & Rygel
California
$46K – – –
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$42K – – –
GWM
255
Geneos Wealth Management
Colorado
$41K – – –
ECM
256
Estabrook Capital Management
New York
$39.8K – – –
SAC
257
Smith Affiliated Capital
New York
$38.2K – – –
FMP
258
Financial Management Professionals
Texas
$38K – – –
FA
259
Fortis Advisors
Pennsylvania
$37K +$36.8K +1,065 New
IA
260
IFP Advisors
Florida
$36K +$69 +2 +0.2%
VIA
261
Vantage Investment Advisors
Pennsylvania
$35K – – –
BBHC
262
Brown Brothers Harriman & Co
New York
$35K +$34.5K +1,000 New
QCG
263
Quadrant Capital Group
Ohio
$34K +$864 +25 +3%
CCM
264
Covington Capital Management
California
$31K – – –
FANJ
265
Financial Architects (New Jersey)
New Jersey
$31K – – –
RFS
266
Rockefeller Financial Services
New York
$31K – – –
TCM
267
TD Capital Management
Tennessee
$28K +$27.6K +799 New
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
AWM
269
Avior Wealth Management
Nebraska
$26K +$3.11K +90 +14%
IWM
270
IHT Wealth Management
Illinois
$19K – – –
LF
271
Lee Financial
Texas
$19K – – –
SBL
272
Sargent Bickham Lagudis
Colorado
$19K – – –
SEI Investments
273
SEI Investments
Pennsylvania
$19K +$3.11K +90 +21%
AIS
274
Accurate Investment Solutions
Pennsylvania
$18K +$276 +8 +2%
CFA
275
Carroll Financial Associates
North Carolina
$14K – – –