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Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
751
Global Financial Private Capital
Florida
$133K -$26.6K -502 -18%
KPW
752
Kore Private Wealth
New York
$133K +$122K +2,297 New
PMFA
753
Plante Moran Financial Advisors
Michigan
$129K -$12.8K -241 -10%
GKIM
754
GW&K Investment Management
Massachusetts
$128K -$25.2M -475,276 -100%
BCWM
755
Bartlett & Co Wealth Management
Ohio
$120K +$29.2K +551 +37%
ED
756
Exane Derivatives
France
$118K +$107K +2,016 New
FHA
757
First Horizon Advisors
Tennessee
$113K -$2.07K -39 -2%
CCM
758
Cribstone Capital Management
Maine
$106K -$1M -18,859 -91%
AP
759
Advisors Preferred
Maryland
$105K +$95.7K +1,804 New
PI
760
PineBridge Investments
New York
$103K
GDP
761
Great Diamond Partners
Maine
$102K +$93.5K +1,762 New
SIMG
762
Stephens Investment Management Group
Texas
$99K
PB
763
Pinnacle Bancorp
Nebraska
$90K -$13.5K -254 -14%
AA
764
Ancora Advisors
Ohio
$87K +$79K +1,490 New
LWA
765
Lenox Wealth Advisors
New York
$83K +$5.83K +110 +8%
TFO
766
Tarbox Family Office
California
$82K +$71.9K +1,356 +2,712%
GWM
767
Geneos Wealth Management
Colorado
$81K -$13.4K -253 -15%
IFAM
768
Institutional & Family Asset Management
Colorado
$81K -$4.14K -78 -5%
GAAM
769
Guinness Atkinson Asset Management
California
$79K +$71.7K +1,352 New
RFA
770
Reilly Financial Advisors
California
$77K
RIA
771
Realta Investment Advisors
Delaware
$77K +$955 +18 +1%
FHA
772
Flagship Harbor Advisors
Massachusetts
$76K -$5.09K -96 -7%
CAC
773
Certified Advisory Corp
Florida
$74K
DWA
774
Dougherty Wealth Advisers
Minnesota
$74K
FCA
775
FinTrust Capital Advisors
South Carolina
$73K -$161K -3,037 -71%