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Name Holding Trade Value Shares
Change
Change in
Stake
CP
701
Covenant Partners
Tennessee
$240K – – –
TC
702
Telemus Capital
Michigan
$239K -$33.2K -492 -12%
EFS
703
Essex Financial Services
Connecticut
$236K +$6.47K +96 +3%
JSL
704
JT Stratford LLC
Georgia
$236K +$232K +3,437 New
SW
705
SVB Wealth
Massachusetts
$235K -$14.4K -213 -6%
EPA
706
Element Pointe Advisors
Florida
$235K – – –
PB
707
Pinnacle Bancorp
Nebraska
$234K – – –
SCA
708
Snowden Capital Advisors
New York
$234K +$8.09K +120 +4%
TWA
709
TCI Wealth Advisors
Arizona
$233K +$337 +5 +0.1%
HNB
710
Huntington National Bank
Ohio
$232K -$41K -609 -15%
WP
711
WealthSource Partners
California
$232K +$227K +3,372 New
TW
712
Transform Wealth
Colorado
$230K +$225K +3,341 New
CRWM
713
Castle Rock Wealth Management
California
$227K +$222K +3,299 New
FPS
714
Fieldpoint Private Securities
Connecticut
$225K +$119K +1,768 +118%
CG
715
Caprock Group
Idaho
$222K -$354K -5,255 -62%
EWM
716
Evercore Wealth Management
New York
$220K -$14K -208 -6%
SAM
717
SignalPoint Asset Management
Missouri
$219K +$607 +9 +0.3%
IB
718
Intrust Bank
Kansas
$219K +$21.6K +320 +11%
CMBA
719
C.M. Bidwell & Associates
Hawaii
$218K -$2.36K -35 -1%
DWM
720
Doyle Wealth Management
Florida
$218K +$1.08K +16 +0.5%
KIA
721
KCM Investment Advisors
California
$216K -$18.5K -275 -8%
I
722
INVST
Indiana
$215K -$47.3K -702 -19%
S
723
SignatureFD
Georgia
$215K -$14.3K -212 -6%
IC
724
Intersect Capital
California
$215K – – –
MCM
725
Monarch Capital Management
Indiana
$214K – – –