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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
476
IHT Wealth Management
Illinois
$173K -$34.6K -542 -17%
PCMM
477
Private Capital Management (Minnesota)
Minnesota
$166K -$38.3K -600 -19%
MSFP
478
Mark Sheptoff Financial Planning
Connecticut
$166K +$64 +1 +0%
KLWA
479
Kelly Lawrence W & Associates
California
$146K
SPIA
480
Steward Partners Investment Advisory
New York
$146K +$4.14K +65 +3%
GLI
481
Guardian Life Insurance
New York
$130K +$1.34K +21 +1%
AssetMark Inc
482
AssetMark Inc
California
$129K +$10K +157 +9%
RFA
483
Reilly Financial Advisors
California
$126K
OAM
484
Oppenheimer Asset Management
New York
$118K +$114K +1,781 New
Fifth Third Bancorp
485
Fifth Third Bancorp
Ohio
$116K -$163K -2,561 -59%
WEC
486
Winslow Evans & Crocker
Massachusetts
$116K
HNB
487
Huntington National Bank
Ohio
$109K -$34.6K -542 -25%
OFW
488
Omnia Family Wealth
Florida
$107K +$829 +13 +0.8%
BTIS
489
BB&T Investment Services
North Carolina
$106K +$40.7K +638 +64%
GI
490
Gradient Investments
Minnesota
$104K
PWM
491
Perigon Wealth Management
California
$104K
HCA
492
Harbour Capital Advisors
Virginia
$99.5K +$95.6K +1,500 New
MCM
493
MV Capital Management
Maryland
$96K
FPB
494
First PREMIER Bank
South Dakota
$95K
FIB
495
First Interstate Bank
Montana
$93K -$3.44K -54 -4%
RIM
496
Rampart Investment Management
Connecticut
$93K +$88.9K +1,395 New
MIC
497
MU Investments Company
Japan
$86K +$7.01K +110 +9%
ASN
498
Advisory Services Network
Georgia
$78K +$75.1K +1,178 New
SF
499
Synovus Financial
Georgia
$70K +$383 +6 +0.6%
WAM
500
Wealthspire Advisors (Maryland)
Maryland
$70K +$9.63K +151 +17%