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Name Holding Trade Value Shares
Change
Change in
Stake
BP
501
BBR Partners
New York
$245K +$280K +1,113 New
EI
502
Ellevest Inc
New York
$244K +$17.1K +68 +7%
CCB
503
Cutter & Co Brokerage
Missouri
$242K – – –
KFS
504
Kaizen Financial Strategies
California
$242K +$25.1K +100 +10%
Fisher Asset Management
505
Fisher Asset Management
Washington
$237K -$7.29K -29 -3%
PA
506
Pinnacle Associates
New York
$237K – – –
NFG
507
Nadler Financial Group
Illinois
$235K +$2.51K +10 +0.9%
HBT
508
Hills Bank & Trust
Iowa
$232K – – –
CAG
509
Crestwood Advisors Group
Massachusetts
$232K +$1K +4 +0.4%
VC
510
Vicus Capital
Pennsylvania
$231K – – –
RE
511
RBC Europe
United Kingdom
$230K +$128K +508 +95%
CL
512
CPWM LLC
Washington
$228K -$249K -989 -49%
CAAS
513
Capital Asset Advisory Services
Michigan
$227K +$258K +1,026 +25,650%
OIA
514
Optimum Investment Advisors
Illinois
$226K – – –
SCA
515
Snowden Capital Advisors
New York
$220K +$25.1K +100 +11%
LIA
516
LBMC Investment Advisors
Tennessee
$220K – – –
MIH
517
Meitav Investment House
Israel
$220K – – –
MMPW
518
Mitchell McLeod Pugh & Williams
Alabama
$220K – – –
RHBC
519
R.H. Bluestein & Co
Michigan
$220K – – –
CAM
520
Concorde Asset Management
Michigan
$218K -$754K -2,999 -75%
C
521
Certuity
Florida
$217K +$247K +983 New
BFS
522
Bard Financial Services
Connecticut
$215K +$18.8K +75 +8%
GC
523
Grace Capital
Massachusetts
$213K +$243K +967 New
SSG
524
Summit Securities Group
New York
$211K +$240K +955 New
SPIA
525
Steward Partners Investment Advisory
New York
$211K +$21.1K +84 +10%