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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1126
Boston Advisors
Massachusetts
$448K – – –
PL
1127
Perpetual Ltd
Australia
$445K – – –
BFA
1128
Bragg Financial Advisors
North Carolina
$444K – – –
PP
1129
Palladium Partners
Virginia
$441K – – –
FMLI
1130
Fukoku Mutual Life Insurance
Japan
$441K +$40.2K +500 +11%
MWA
1131
Martel Wealth Advisors
Washington
$439K +$416K +5,177 New
PAS
1132
Partnervest Advisory Services
California
$438K +$107K +1,330 +35%
PAM
1133
Peak Asset Management
Colorado
$434K -$3.45K -43 -0.8%
GFPC
1134
Global Financial Private Capital
Florida
$434K +$35.3K +439 +9%
PNAA
1135
Pictet North America Advisors
Switzerland
$431K +$99.6K +1,240 +32%
LAIC
1136
Lederer & Associates Investment Counsel
California
$428K +$18.9K +235 +5%
TSW
1137
Thompson Siegel & Walmsley
Virginia
$426K -$16.1K -200 -4%
CP
1138
Cumberland Partners
Ontario, Canada
$425K -$64.3K -800 -14%
LCH
1139
Lee Capital Holdings
New York
$424K – – –
HPWM
1140
Highland Private Wealth Management
Washington
$424K +$8.51K +106 +2%
TFA
1141
Toth Financial Advisory
Virginia
$423K -$53.8K -670 -12%
NFC
1142
Northeast Financial Consultants
Connecticut
$419K +$161K +2,002 +68%
SSWM
1143
Smith Salley Wealth Management
North Carolina
$418K -$18.3K -228 -4%
DMC
1144
Drexel Morgan & Co
Pennsylvania
$418K – – –
LDB
1145
Lee, Danner & Bass
Tennessee
$417K -$84.3K -1,050 -18%
DWM
1146
Doyle Wealth Management
Florida
$417K +$13.7K +170 +4%
CF
1147
Centaurus Financial
California
$413K -$343K -4,265 -46%
PMG
1148
ProVise Management Group
Florida
$408K – – –
MWPCG
1149
Measured Wealth Private Client Group
New Hampshire
$408K +$67.1K +836 +21%
NMC
1150
Nine Masts Capital
Hong Kong
$407K -$56.2K -700 -13%