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Name Holding Trade Value Shares
Change
Change in
Stake
CT
701
Coastline Trust
Rhode Island
$1.34M -$70.4K -600 -5%
MGWM
702
Marks Group Wealth Management
Minnesota
$1.33M +$481K +4,097 +52%
SIA
703
Sit Investment Associates
Minnesota
$1.32M
LC
704
Lavaca Capital
Texas
$1.31M -$18.8K -160 -1%
CCP
705
Corient Capital Partners
California
$1.31M +$62.7K +534 +5%
PIA
706
Perennial Investment Advisors
California
$1.31M -$10.1K -86 -0.7%
HSA
707
HBK Sorce Advisory
Pennsylvania
$1.3M -$168K -1,434 -11%
TW
708
TrinityPoint Wealth
Connecticut
$1.3M +$341K +2,906 +33%
P
709
Pitcairn
Pennsylvania
$1.3M -$587 -5 -0%
AA
710
Altman Advisors
Illinois
$1.27M +$17.8K +152 +1%
BWP
711
BSW Wealth Partners
Colorado
$1.27M +$124K +1,055 +10%
PIM
712
Penobscot Investment Management
Massachusetts
$1.27M +$11.7K +100 +0.9%
KJHP
713
K.J. Harrison & Partners
Ontario, Canada
$1.26M -$352K -3,000 -21%
CS
714
Comerica Securities
Michigan
$1.25M -$5.99K -51 -0.5%
JIM
715
Jensen Investment Management
Oregon
$1.25M +$163K +1,390 +14%
HF
716
HRT Financial
New York
$1.23M +$796K +6,782 +161%
SI
717
Stephens Inc
Arkansas
$1.22M -$444K -3,786 -26%
GHAM
718
Gilman Hill Asset Management
Connecticut
$1.22M +$66K +562 +5%
IB
719
Intrust Bank
Kansas
$1.21M +$42.5K +362 +3%
RMCM
720
Reynders McVeigh Capital Management
Massachusetts
$1.2M -$24.9K -212 -2%
MIM
721
Martin Investment Management
Florida
$1.19M +$122K +1,040 +11%
IWA
722
Intercontinental Wealth Advisors
Texas
$1.19M -$40.7K -347 -3%
AW
723
Alaethes Wealth
Nevada
$1.19M +$89.9K +766 +8%
DAS
724
Dynamic Advisor Solutions
Arizona
$1.19M +$208K +1,769 +20%
GCM
725
Graham Capital Management
Connecticut
$1.18M -$4.89M -41,676 -80%