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Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Calton & Associates
Florida
$239K +$15.8K +288 +7%
TYCC
552
Texas Yale Capital Corp
Florida
$237K -$236K -4,300 -50%
NPPM
553
North Point Portfolio Managers
Ohio
$235K – – –
SWM
554
Segment Wealth Management
Texas
$233K -$1.7K -31 -0.7%
PFS
555
Physicians Financial Services
North Carolina
$233K – – –
IAA
556
Independent Advisor Alliance
North Carolina
$232K -$3.3K -60 -1%
SSW
557
Smith Shellnut Wilson
Mississippi
$231K +$12.9K +234 +6%
KIM
558
Karpus Investment Management
New York
$230K – – –
PL
559
Perpetual Ltd
Australia
$230K – – –
KIA
560
KCM Investment Advisors
California
$229K +$229K +4,165 New
LS
561
Livforsakringsbolaget Skandia
Sweden
$228K +$71.4K +1,300 +46%
TFA
562
Transamerica Financial Advisors
Florida
$222K +$221K +4,026 New
AAP
563
Arax Advisory Partners
Colorado
$221K +$220K +4,007 New
DWA
564
Douglass Winthrop Advisors
New York
$220K – – –
NAM
565
NTV Asset Management
West Virginia
$220K – – –
WSC
566
Wellington Shields & Co
New York
$220K – – –
I
567
IberiaBank
Louisiana
$219K -$681K -12,402 -76%
JSL
568
JT Stratford LLC
Georgia
$218K +$18.5K +337 +9%
AIM
569
Anchor Investment Management
South Carolina
$217K -$51.1K -930 -19%
PVWM
570
Point View Wealth Management
New Jersey
$215K – – –
BRWA
571
B. Riley Wealth Advisors
Florida
$215K +$214K +3,895 New
BSW
572
Buckingham Strategic Wealth
Missouri
$212K -$8.19K -149 -4%
DWT
573
Dorsey & Whitney Trust
South Dakota
$209K +$2.91K +53 +1%
SSG
574
Summit Securities Group
New York
$209K +$209K +3,800 New
MCM
575
Manchester Capital Management
Vermont
$208K -$5.11K -93 -2%