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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1076
Ballew Advisors
Mississippi
$341K – – –
SFWA
1077
Summit Financial Wealth Advisors
Louisiana
$338K -$235K -2,467 -45%
QCM
1078
Quantinno Capital Management
New York
$338K -$163K -1,710 -35%
HCM
1079
Howland Capital Management
Massachusetts
$335K -$23.8K -250 -7%
ANTB
1080
AMG National Trust Bank
Colorado
$334K +$6.66K +70 +2%
APP
1081
Avantax Planning Partners
Iowa
$332K +$23.2K +244 +9%
SRC
1082
Shufro Rose & Co
New York
$331K -$209K -2,198 -41%
WEC
1083
Winslow Evans & Crocker
Massachusetts
$330K – – –
CDH
1084
Charles D. Hyman
$329K – – –
DWA
1085
Dorsey Wright & Associates
California
$328K +$292K +3,066 New
EWA
1086
Exencial Wealth Advisors
Oklahoma
$327K +$291K +3,055 New
EWM
1087
Empirical Wealth Management
Washington
$327K +$291K +3,058 New
FIM
1088
Frontier Investment Management
Texas
$326K +$23.3K +245 +9%
KFC
1089
Klingenstein Fields & Co
New York
$325K – – –
FSA
1090
Fort Sheridan Advisors
Illinois
$324K +$62.4K +656 +28%
HB
1091
Homrich & Berg
Georgia
$323K -$47.7K -501 -14%
ITIM
1092
Indiana Trust & Investment Management
Indiana
$323K – – –
ACA
1093
Ackerman Capital Advisors
Texas
$321K +$285K +3,000 New
STMM
1094
South Texas Money Management
Texas
$321K +$286K +3,003 New
PGIM
1095
Pacific Global Investment Management
California
$320K -$8.09K -85 -3%
RSVP
1096
Ramsay Stattman Vela & Price
Colorado
$320K +$9.42K +99 +3%
SFG
1097
Summit Financial Group
West Virginia
$319K -$40K -420 -12%
ECM
1098
Evergreen Capital Management
Washington
$319K +$1.71K +18 +0.6%
TWM
1099
Titus Wealth Management
California
$317K +$34.2K +360 +14%
PCA
1100
Personal Capital Advisors
California
$317K +$52.4K +551 +23%