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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
201
Samalin Investment Counsel
New York
$528K +$7.41K +46 +1%
PAG
202
Private Advisor Group
New Jersey
$519K +$27.4K +170 +6%
HIA
203
Harbor Investment Advisory
Maryland
$515K +$74.4K +462 +18%
HCMT
204
Highland Capital Management (Tennessee)
Tennessee
$515K -$8.05K -50 -2%
ZIM
205
Zacks Investment Management
Illinois
$494K +$146K +906 +45%
LWM
206
Level Wealth Management
North Carolina
$484K
LWAM
207
Legacy Wealth Asset Management
Minnesota
$461K +$16.3K +101 +4%
AQR Capital Management
208
AQR Capital Management
Connecticut
$456K +$199K +1,238 +85%
FC
209
FCA Corp
Texas
$456K
LNWWM
210
Laird Norton Wetherby Wealth Management
California
$453K +$432K +2,681 New
DWM
211
Dynasty Wealth Management
Florida
$447K -$40.7K -253 -9%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$430K +$54.1K +336 +15%
IRC
213
Investors Research Corp
Georgia
$420K +$16.1K +100 +4%
UW
214
Unique Wealth
Florida
$416K +$23.7K +147 +6%
FRA
215
Frank Rimerman Advisors
California
$408K
BTI
216
Blue Trust Inc
Georgia
$400K +$45.9K +285 +14%
FLPIM
217
F.L. Putnam Investment Management
Massachusetts
$394K +$149K +926 +66%
MC
218
Moors & Cabot
Massachusetts
$390K -$102K -635 -22%
LAM
219
Lakewood Asset Management
Illinois
$373K +$356K +2,211 New
TWC
220
TD Waterhouse Canada
Ontario, Canada
$369K -$45.6K -283 -11%
SCA
221
Summit Creek Advisors
Minnesota
$362K
LGW
222
Leslie Global Wealth
Illinois
$355K
QCG
223
Quadrant Capital Group
Ohio
$349K -$185K -1,148 -36%
UCFA
224
United Capital Financial Advisors
Texas
$348K +$103K +637 +45%
VT
225
Vise Technologies
New York
$338K +$323K +2,003 New