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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
701
Flaharty Asset Management
Florida
$767K +$686K +138,160 New
MWM
702
Meridian Wealth Management
Kentucky
$747K +$193K +38,920 +33%
BWM
703
Buckley Wealth Management
Nevada
$737K +$757K +152,400 New
PIM
704
Partner Investment Management
California
$734K +$174K +34,960 +30%
CMBA
705
C.M. Bidwell & Associates
Hawaii
$730K -$69.5K -14,000 -8%
STA
706
Summit Trail Advisors
New York
$725K +$619K +124,720 New
IIM
707
Ipswich Investment Management
Massachusetts
$722K -$1.99K -400 -0.3%
BIM
708
Bridgecreek Investment Management
Oklahoma
$720K +$739K +148,800 New
Cerity Partners
709
Cerity Partners
New York
$719K +$36.8K +7,400 +5%
Luther King Capital Management (LKCM)
710
Luther King Capital Management (LKCM)
Texas
$716K
GT
711
Greenleaf Trust
Michigan
$699K +$61.2K +12,320 +9%
1WA
712
180 Wealth Advisors
Washington
$692K +$710K +143,000 New
GCA
713
Gideon Capital Advisors
New York
$687K +$705K +141,920 New
BA
714
BKS Advisors
Michigan
$681K +$83K +16,720 +13%
FBC
715
Fairfield, Bush & Co
Connecticut
$677K
FB
716
Fulton Bank
Pennsylvania
$671K +$22.6K +4,560 +3%
BHB
717
Bank Hapoalim BM
Israel
$668K +$46.9K +9,440 +7%
Cetera Investment Advisers
718
Cetera Investment Advisers
Illinois
$665K -$74.3K -14,960 -10%
SSWM
719
Smith Salley Wealth Management
North Carolina
$661K -$9.93K -2,000 -1%
Verition Fund Management
720
Verition Fund Management
Connecticut
$658K -$297K -59,760 -31%
AWCI
721
Alpine Woods Capital Investors
New York
$658K +$19.9K +4,000 +3%
BFC
722
Blue Fin Capital
Rhode Island
$658K +$275K +55,400 +69%
PCAP
723
Pratt Collard Advisory Partners
New York
$655K +$673K +135,480 New
LNC
724
Lincoln National Corp
Pennsylvania
$652K +$350K +70,520 +110%
SP
725
Successful Portfolios
Florida
$642K +$659K +132,680 New