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Name Holding Trade Value Shares
Change
Change in
Stake
MC
201
Moors & Cabot
Massachusetts
$426K -$967 -28 -0.2%
SWM
202
Segment Wealth Management
Texas
$426K
KeyBank National Association
203
KeyBank National Association
Ohio
$424K +$108K +3,120 +35%
HB
204
Homrich & Berg
Georgia
$402K +$121K +3,505 +44%
Manulife (Manufacturers Life Insurance)
205
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$401K +$9.5K +275 +2%
HNB
206
Huntington National Bank
Ohio
$396K +$391K +11,313 New
SB
207
Simmons Bank
Arkansas
$386K
GLA
208
Good Life Advisors
Pennsylvania
$376K -$42.7K -1,235 -10%
TWMP
209
Taylor Wealth Management Partners
Massachusetts
$375K +$76K +2,200 +26%
NGA
210
Naples Global Advisors
Florida
$361K
Brown Advisory
211
Brown Advisory
Maryland
$361K +$3.11K +90 +0.9%
Fiera Capital (Canada)
212
Fiera Capital (Canada)
Quebec, Canada
$352K
WKWM
213
Walter & Keenan Wealth Management
Indiana
$350K
RAM
214
Roanoke Asset Management
New Jersey
$344K +$2.94K +85 +0.9%
JFGLC
215
Johnson Financial Group LLC (Colorado)
Colorado
$341K +$74K +2,141 +28%
SG
216
Somerset Group
Minnesota
$334K
ASN
217
Advisory Services Network
Georgia
$331K +$3.49K +101 +1%
BL
218
Balentine LLC
Georgia
$330K +$24.1K +698 +8%
LTFS
219
Ladenburg Thalmann Financial Services
Florida
$312K -$305K -8,833 -50%
QOP
220
Quinn Opportunity Partners
Virginia
$306K
SCM
221
Sterling Capital Management
North Carolina
$305K
PCP
222
Proficio Capital Partners
Massachusetts
$292K
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
$290K -$10.3K -297 -1%
HCM
224
Hilton Capital Management
New York
$273K
JWM
225
Jacobus Wealth Management
Wisconsin
$271K