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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
701
Personal Capital Advisors
California
$1M +$390K +66,400 +62%
ANRIA
702
American National Registered Investment Advisor
Texas
$998K +$1.01M +172,400 New
BHWM
703
Bar Harbor Wealth Management
New Hampshire
$987K +$619K +105,360 +162%
DAS
704
Dynamic Advisor Solutions
Arizona
$980K +$740K +125,920 +290%
CFG
705
Citizens Financial Group
Rhode Island
$974K +$4.46K +760 +0.5%
LOAMS
706
Lombard Odier Asset Management (Switzerland)
Switzerland
$970K +$457K +77,760 +87%
AAM
707
Ascension Asset Management
New York
$963K
PAA
708
Peregrine Asset Advisers
Oregon
$962K -$150K -25,600 -13%
MAM
709
Morse Asset Management
Connecticut
$961K +$975K +165,960 New
BCA
710
Bray Capital Advisors
Florida
$956K +$970K +165,200 New
FMT
711
First Mercantile Trust
Tennessee
$950K
GI
712
GAMCO Investors
Connecticut
$948K -$284K -48,280 -23%
HCM
713
Hilton Capital Management
New York
$944K +$242K +41,200 +34%
JIP
714
Jaffetilchin Investment Partners
Florida
$940K +$256K +43,600 +37%
Cerity Partners
715
Cerity Partners
New York
$938K +$78.5K +13,360 +9%
FWM
716
Frontier Wealth Management
Missouri
$932K +$301K +51,200 +47%
HA
717
Harbor Advisors
Florida
$926K
KFA
718
Krane Funds Advisors
New York
$926K +$939K +159,920 New
WA1
719
Wimmer Associates 1
California
$925K +$2.35K +400 +0.3%
GT
720
Greenleaf Trust
Michigan
$924K +$88.1K +15,000 +10%
CAN
721
Claraphi Advisory Network
United States
$922K -$97K -16,520 -9%
LCOV
722
London Company of Virginia
Virginia
$922K
DWM
723
Destination Wealth Management
California
$919K +$353K +60,040 +61%
BOH
724
Bank of Hawaii
Hawaii
$918K -$3.52K -600 -0.4%
BDS
725
Banco de Sabadell
Florida
$911K +$183K +31,200 +25%