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Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Bartlett & Co
Ohio
$303K +$211K +1,000 +272%
HI
502
Horizon Investments
North Carolina
$303K -$17.3K -82 -6%
FB
503
Fulton Bank
Pennsylvania
$300K +$28.6K +135 +11%
WSC
504
Wellington Shields & Co
New York
$297K
CCA
505
Checchi Capital Advisers
California
$292K +$3.38K +16 +1%
NP
506
NorthRock Partners
Minnesota
$291K +$53.5K +253 +24%
TWC
507
TD Waterhouse Canada
Ontario, Canada
$291K -$6.34K -30 -2%
CHAM
508
Clear Harbor Asset Management
Connecticut
$290K -$63K -298 -18%
WPW
509
Waldron Private Wealth
Pennsylvania
$290K -$3.17K -15 -1%
CWS
510
Confluence Wealth Services
Pennsylvania
$288K -$28.1K -133 -9%
TA
511
Teton Advisors
New York
$286K
DAS
512
Dynamic Advisor Solutions
Arizona
$283K +$36.6K +173 +15%
PWS
513
Peterson Wealth Services
Utah
$282K +$271K +1,282 New
GGA
514
Granite Group Advisors
Connecticut
$275K +$249K +1,176 New
MP
515
McDonald Partners
Ohio
$274K -$7.19K -34 -3%
FWP
516
Firethorn Wealth Partners
Georgia
$273K
DADC
517
D.A. Davidson & Co
Montana
$272K +$23.7K +112 +10%
PTC
518
Petrus Trust Company
Texas
$272K +$261K +1,236 New
Fisher Asset Management
519
Fisher Asset Management
Washington
$269K +$48.4K +229 +23%
MFIM
520
Mesirow Financial Investment Management
Illinois
$268K +$258K +1,221 New
CWM
521
Curi Wealth Management
North Carolina
$265K -$211 -1 -0.1%
MA
522
Montag & Associates
Georgia
$264K
GFA
523
Gallagher Fiduciary Advisors
Illinois
$261K +$634 +3 +0.3%
CNBT
524
Canandaigua National Bank & Trust
New York
$259K -$1.27K -6 -0.5%
MWS
525
Maxwell Wealth Strategies
California
$259K +$249K +1,179 New