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Name Holding Trade Value Shares
Change
Change in
Stake
VVP
551
Venture Visionary Partners
Ohio
$607K
SIP
552
Stoneridge Investment Partners
Pennsylvania
$607K
DT
553
Diversified Trust
Tennessee
$601K +$73.7K +1,312 +13%
IRC
554
Investors Research Corp
Georgia
$600K +$645K +11,483 New
CGL
555
Clarius Group LLC
Washington
$597K +$641K +11,415 New
9WM
556
9258 Wealth Management
Ohio
$594K -$10.6K -189 -2%
Lazard Asset Management
557
Lazard Asset Management
New York
$594K +$44.6K +793 +7%
HJIM
558
Henry James International Management
New York
$589K +$42.7K +760 +7%
IAA
559
Ironsides Asset Advisors
North Carolina
$581K
CIA
560
Capital Investment Advisors
Georgia
$576K +$9.33K +166 +2%
EL
561
Envoi LLC
Minnesota
$575K +$618K +11,000 New
KA
562
Kozak & Associates
Colorado
$575K
FBFS
563
First Business Financial Services
Wisconsin
$574K +$617K +10,974 New
WJWM
564
Williams Jones Wealth Management
New York
$574K +$617K +10,980 New
SBH
565
Segall Bryant & Hamill
Illinois
$572K +$2.87K +51 +0.5%
BHB
566
Bank Hapoalim BM
Israel
$572K +$68.5K +1,219 +13%
MCM
567
MAI Capital Management
Ohio
$563K -$317K -5,643 -34%
MGWM
568
Marks Group Wealth Management
Minnesota
$562K +$86.1K +1,533 +17%
PCM
569
Parsons Capital Management
Rhode Island
$556K -$18.7K -332 -3%
PBT
570
Pictet Bank & Trust
Bahamas
$555K +$1.12K +20 +0.2%
BFS
571
Bradley Foster & Sargent
Connecticut
$554K
FWM
572
Forefront Wealth Management
Pennsylvania
$554K +$281 +5 +0%
SS
573
Sunbelt Securities
Texas
$547K +$16.7K +298 +3%
NSIM
574
North Star Investment Management
Illinois
$546K -$31.2K -555 -5%
KTC
575
Kistler-Tiffany Companies
Pennsylvania
$546K +$364K +6,473 +163%