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Name Holding Trade Value Shares
Change
Change in
Stake
VSWA
1551
Vontobel Swiss Wealth Advisors
Switzerland
$701K -$2.11M -66,035 -74%
MA
1552
MCF Advisors
Kentucky
$701K +$107K +3,353 +19%
GRQ
1553
Gardner Russo & Quinn
Pennsylvania
$701K +$669K +20,975 New
DDPIC
1554
Deroy & Devereaux Private Investment Counsel
Michigan
$700K -$307K -9,616 -31%
LI
1555
Lafayette Investments
Maryland
$700K
AW
1556
ACG Wealth
Georgia
$700K +$23.3K +730 +4%
SWA
1557
Sutton Wealth Advisors
Florida
$695K +$7.85K +246 +1%
BA
1558
Bristlecone Advisors
Washington
$688K -$111K -3,469 -14%
CS
1559
Comerica Securities
Michigan
$688K -$17.9K -561 -3%
GS
1560
Girard Securities
California
$688K +$18.5K +581 +3%
FI
1561
FCM Investments
Texas
$687K
BLA
1562
Balter Liquid Alternatives
Massachusetts
$683K +$41.1K +1,289 +7%
CCWA
1563
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$679K +$213K +6,678 +49%
MFBTD
1564
MB Financial Bank - Trust Department
Illinois
$672K -$3.38K -106 -0.5%
SFG
1565
SNS Financial Group
Minnesota
$669K -$1.53M -47,840 -71%
TSWM
1566
Triangle Securities Wealth Management
North Carolina
$667K +$3.42K +107 +0.5%
CCM
1567
Coldstream Capital Management
Washington
$665K +$19.6K +614 +3%
KA
1568
Klingman & Associates
New York
$664K -$5.27K -165 -0.8%
MTC
1569
McDaniel Terry & Co
Texas
$663K +$633K +19,833 New
Members Trust
1570
Members Trust
Florida
$662K +$632K +19,814 New
FRM
1571
Fox Run Management
Connecticut
$662K +$632K +19,815 New
ACS
1572
Archford Capital Strategies
Illinois
$660K -$866K -27,134 -58%
AIA
1573
AIMZ Investment Advisors
California
$660K -$1.75K -55 -0.3%
RHDIC
1574
R.H. Dinel Investment Counsel
California
$659K
SBL
1575
Sargent Bickham Lagudis
Colorado
$659K +$141K +4,428 +29%