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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
SOL Capital Management
Maryland
$1.11M
PCS
327
Personal CFO Solutions
New Jersey
$1.1M -$156K -732 -13%
BPA
328
Beacon Pointe Advisors
California
$1.09M -$153K -722 -13%
IB
329
Intrust Bank
Kansas
$1.07M +$50.6K +238 +5%
MAM
330
MMA Asset Management
Pennsylvania
$1.06M +$629K +2,960 +100%
CWM
331
Congress Wealth Management
Massachusetts
$1.06M +$741K +3,487 +311%
SC
332
Syon Capital
California
$1.05M +$48.7K +229 +5%
GF
333
Gabelli Funds
New York
$1.03M -$383K -1,800 -29%
SI
334
Stephens Inc
Arkansas
$1.02M -$146K -688 -13%
DAS
335
Dynamic Advisor Solutions
Arizona
$1.01M -$23.6K -111 -2%
JFG
336
Jefferies Financial Group
New York
$1.01M +$941K +4,425 New
SW
337
SlateStone Wealth
Florida
$996K -$383K -1,800 -29%
PAG
338
Private Advisor Group
New Jersey
$987K +$55.3K +260 +6%
CIM
339
Confluence Investment Management
Missouri
$980K -$77.6K -365 -8%
Lido Advisors
340
Lido Advisors
California
$974K +$83.8K +394 +10%
BTWM
341
Baker Tilly Wealth Management
Wisconsin
$958K +$15.1K +71 +2%
TWC
342
TD Waterhouse Canada
Ontario, Canada
$947K -$15.5K -73 -2%
SAM
343
Smartleaf Asset Management
Massachusetts
$942K +$516K +2,428 +143%
MCM
344
MAI Capital Management
Ohio
$940K -$662K -3,113 -43%
CNBT
345
Canandaigua National Bank & Trust
New York
$933K +$304K +1,432 +54%
AA
346
ALPS Advisors
Colorado
$930K -$298K -1,402 -26%
PP
347
PDS Planning
Ohio
$915K +$10.8K +51 +1%
HW
348
Hancock Whitney
Mississippi
$898K -$15.7K -74 -2%
YIA
349
YHB Investment Advisors
Connecticut
$897K
LI
350
Louisbourg Investments
New Brunswick, Canada
$889K -$574K -2,700 -41%