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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Segment Wealth Management
Texas
$233K -$1.7K -31 -0.7%
PFS
552
Physicians Financial Services
North Carolina
$233K
IAA
553
Independent Advisor Alliance
North Carolina
$232K -$3.3K -60 -1%
SSW
554
Smith Shellnut Wilson
Mississippi
$231K +$12.9K +234 +6%
KIM
555
Karpus Investment Management
New York
$230K
PL
556
Perpetual Ltd
Australia
$230K
KIA
557
KCM Investment Advisors
California
$229K +$229K +4,165 New
LS
558
Livforsakringsbolaget Skandia
Sweden
$228K +$71.4K +1,300 +46%
TFA
559
Transamerica Financial Advisors
Florida
$222K +$221K +4,026 New
AAP
560
Arax Advisory Partners
Colorado
$221K +$220K +4,007 New
DWA
561
Douglass Winthrop Advisors
New York
$220K
NAM
562
NTV Asset Management
West Virginia
$220K
WSC
563
Wellington Shields & Co
New York
$220K
I
564
IberiaBank
Louisiana
$219K -$681K -12,402 -76%
JSL
565
JT Stratford LLC
Georgia
$218K +$18.5K +337 +9%
AIM
566
Anchor Investment Management
South Carolina
$217K -$51.1K -930 -19%
PVWM
567
Point View Wealth Management
New Jersey
$215K
BRWA
568
B. Riley Wealth Advisors
Florida
$215K +$214K +3,895 New
BSW
569
Buckingham Strategic Wealth
Missouri
$212K -$8.19K -149 -4%
DWT
570
Dorsey & Whitney Trust
South Dakota
$209K +$2.91K +53 +1%
SSG
571
Summit Securities Group
New York
$209K +$209K +3,800 New
MCM
572
Manchester Capital Management
Vermont
$208K -$5.11K -93 -2%
IWP
573
Icon Wealth Partners
Texas
$208K +$16K +291 +8%
CIBC Private Wealth Group
574
CIBC Private Wealth Group
Georgia
$207K -$3.3K -60 -2%
CPA
575
Court Place Advisors
Maryland
$205K -$8.24K -150 -4%