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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
526
HM Payson & Co
Maine
$161K – – –
ICOM
527
Investment Counselors of Maryland
Maryland
$160K – – –
EP
528
Eudaimonia Partners
Tennessee
$155K -$34.5K -780 -18%
IA
529
IndexIQ Advisors
New York
$151K +$57.8K +1,305 +64%
PFS
530
Prospera Financial Services
Texas
$150K +$149K +3,353 New
BFEC
531
Benjamin F. Edwards & Company
Missouri
$148K -$10.6K -240 -7%
TPCW
532
TD Private Client Wealth
New York
$148K +$1.95K +44 +1%
Capstone Investment Advisors
533
Capstone Investment Advisors
New York
$145K +$143K +3,222 New
PAI
534
Pittenger & Anderson Inc
Nebraska
$144K – – –
SC
535
Steph & Co
Wisconsin
$140K +$16.4K +370 +13%
MCM
536
Manchester Capital Management
Vermont
$137K -$31.6K -713 -19%
GFA
537
Gifford Fong Associates
California
$135K – – –
CFB
538
Cullen/Frost Bankers
Texas
$134K -$13.4K -303 -9%
WT
539
Whittier Trust
California
$133K +$17.7K +400 +16%
AIM
540
Anchor Investment Management
South Carolina
$130K -$4.43K -100 -3%
First Manhattan
541
First Manhattan
New York
$115K -$221 -5 -0.2%
AssetMark Inc
542
AssetMark Inc
California
$111K +$23.1K +522 +27%
IBOK
543
Independence Bank of Kentucky
Kentucky
$107K +$1.55K +35 +1%
RCA
544
Ranch Capital Advisors
Florida
$103K – – –
PWMG
545
Prestige Wealth Management Group
New Jersey
$102K +$5.05K +114 +5%
CA
546
Clearstead Advisors
Ohio
$101K -$1.77K -40 -2%
FFA
547
Founders Financial Alliance
North Carolina
$100K +$100K +2,264 New
FCH
548
Freestone Capital Holdings
Washington
$99.6K +$98.4K +2,221 New
ONST
549
Old North State Trust
North Carolina
$99K +$97.4K +2,198 New
HWA
550
Heritage Wealth Advisors
Virginia
$95.3K +$5.54K +125 +6%