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Name Holding Trade Value Shares
Change
Change in
Stake
HWIS
701
Hancock Whitney Investment Services
Louisiana
$805K +$791K +10,272 New
SWP
702
Stratos Wealth Partners
Ohio
$802K +$159K +2,069 +25%
ITIM
703
Indiana Trust & Investment Management
Indiana
$801K -$9.62K -125 -1%
HWA
704
Heritage Wealth Advisors
Virginia
$800K -$154 -2 -0%
VAS
705
Vestmark Advisory Solutions
Massachusetts
$794K +$69.4K +902 +10%
PA
706
Profund Advisors
Maryland
$790K +$7.39K +96 +1%
MGIA
707
Moneta Group Investment Advisors
Missouri
$788K +$32.9K +427 +4%
CNC
708
Canandaigua National Corp
New York
$787K +$45.4K +590 +6%
CFGS
709
Concourse Financial Group Securities
Alabama
$786K -$462 -6 -0.1%
AAM
710
AR Asset Management
California
$786K
WI
711
Wintrust Investments
Illinois
$785K +$769K +9,997 New
AF
712
Alerus Financial
North Dakota
$780K -$1.77M -23,055 -70%
FPF
713
First Pacific Financial
Washington
$780K +$24.2K +315 +3%
HTHT
714
Hemenway Trust Hemenway Trust
New Hampshire
$780K +$39.4K +512 +5%
AAM
715
Advisors Asset Management
Colorado
$779K -$516K -6,704 -40%
HIP
716
HUB Investment Partners
Texas
$778K
HCM
717
Howland Capital Management
Massachusetts
$777K
SFA
718
Sequoia Financial Advisors
Ohio
$775K +$760K +9,871 New
CCIA
719
Cherry Creek Investment Advisors
Colorado
$766K +$4.23K +55 +0.6%
GIA
720
Gateway Investment Advisers
Ohio
$761K -$22.1K -287 -3%
BCA
721
Bay Colony Advisors
Massachusetts
$757K +$16.6K +216 +2%
ACA
722
Atlas Capital Advisors
Wyoming
$755K
OA
723
Oxbow Advisors
Texas
$754K
AW
724
ACG Wealth
Georgia
$744K +$114K +1,475 +18%
AC
725
ASB Consultores
Florida
$743K +$728K +9,454 New