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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
851
IHT Wealth Management
Illinois
$701K -$39.9K -1,150 -6%
HB
852
Homrich & Berg
Georgia
$700K +$39.9K +1,150 +6%
SBH
853
Segall Bryant & Hamill
Illinois
$699K +$43.3K +1,250 +7%
PAS
854
Partnervest Advisory Services
California
$699K +$680K +19,620 New
HIMC
855
Heritage Investors Management Corp
Maryland
$698K – – –
ZB
856
Zions Bancorporation
Utah
$697K -$165K -4,750 -20%
FMLI
857
Fukoku Mutual Life Insurance
Japan
$695K – – –
VFA
858
Valeo Financial Advisors
Indiana
$694K -$4.51K -130 -0.7%
SWA
859
SFMG Wealth Advisors
Texas
$693K +$45.8K +1,320 +7%
VWA
860
V Wealth Advisors
Kansas
$692K +$114K +3,290 +22%
RWP
861
RWA Wealth Partners
Massachusetts
$691K – – –
CAW
862
Cornerstone Advisors (Washington)
Washington
$689K -$146K -4,200 -18%
RA
863
RFG Advisory
Alabama
$689K -$18K -520 -3%
PP
864
Patten & Patten
Tennessee
$689K – – –
QSS
865
Quantitative Systematic Strategies
Florida
$689K +$669K +19,310 New
AIA
866
AIMZ Investment Advisors
California
$688K -$6.93K -200 -1%
ClearBridge Investments
867
ClearBridge Investments
New York
$687K – – –
RAM
868
Redmond Asset Management
Virginia
$687K – – –
CA
869
Claro Advisors
Massachusetts
$687K +$2.08K +60 +0.3%
OIA
870
Optimum Investment Advisors
Illinois
$686K -$208K -6,000 -24%
LFA
871
Legend Financial Advisors
Pennsylvania
$682K +$664K +19,140 New
WAS
872
WESPAC Advisors SoCal
California
$681K +$12.1K +350 +2%
AF
873
Advisornet Financial
Minnesota
$678K -$181K -5,210 -22%
BSPF
874
British Steel Pension Fund
United Kingdom
$677K -$778K -22,450 -54%
PWMG
875
Prestige Wealth Management Group
New Jersey
$675K +$264K +7,610 +67%