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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
301
Shelton Capital Management
Colorado
$296K -$22.6K -425 -7%
CAN
302
Cetera Advisor Networks
California
$292K -$48.4K -910 -14%
TPCW
303
TD Private Client Wealth
New York
$287K -$79.8K -1,500 -21%
VIA
304
Vident Investment Advisory
Georgia
$286K +$83.6K +1,571 +39%
PVH
305
Psagot Value Holdings
Israel
$285K
Mackenzie Financial
306
Mackenzie Financial
Ontario, Canada
$280K -$42.2K -794 -13%
PAG
307
Private Advisor Group
New Jersey
$278K +$5.42K +102 +2%
BAM
308
Belpointe Asset Management
Nevada
$272K -$276K -5,187 -49%
BC
309
Barrett & Company
Rhode Island
$270K +$638 +12 +0.2%
GCM
310
Gallacher Capital Management
Colorado
$269K +$279K +5,237 New
SFA
311
Sequoia Financial Advisors
Ohio
$266K +$275K +5,169 New
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$263K -$27K -508 -9%
BWCS
313
Beirne Wealth Consulting Services
Connecticut
$257K
FCA
314
FinTrust Capital Advisors
South Carolina
$257K
FIB
315
First Interstate Bank
Montana
$257K
HCM
316
Harvey Capital Management
Florida
$257K
SCM
317
Shapiro Capital Management
Georgia
$257K
SCA
318
Stokes Capital Advisors
South Carolina
$257K
WSC
319
Wellington Shields & Co
New York
$257K
RMSCM
320
R.M. Sincerbeaux Capital Management
New York
$255K
FFM
321
Forum Financial Management
Illinois
$252K
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$252K -$37.1K -697 -12%
AG
323
Algert Global
California
$248K -$438K -8,240 -63%
LFAS
324
Level Four Advisory Services
Texas
$244K -$51.5K -968 -17%
COI
325
Connable Office Inc
Michigan
$238K