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Name Holding Trade Value Shares
Change
Change in
Stake
BL
226
Balentine LLC
Georgia
$985K +$448K +25,855 +110%
APA
227
American Portfolios Advisors
New York
$981K -$49.7K -2,873 -6%
AWM
228
Axxcess Wealth Management
California
$962K +$833K +48,138 New
FIM
229
Freedom Investment Management
Connecticut
$957K +$502K +29,005 +154%
TD Asset Management
230
TD Asset Management
Ontario, Canada
$954K +$28.2K +1,630 +4%
KAS
231
Kestra Advisory Services
Texas
$947K +$169K +9,754 +26%
MICM
232
Matthews International Capital Management
California
$932K -$189K -10,900 -19%
CC
233
Cannell & Co
New York
$930K +$805K +46,500 New
IWA
234
Intercontinental Wealth Advisors
Texas
$917K +$18.4K +1,065 +2%
RHBC
235
R.H. Bluestein & Co
Michigan
$900K -$87 -5 -0%
CCA
236
Checchi Capital Advisers
California
$889K +$79.4K +4,588 +12%
RCM
237
Radnor Capital Management
Pennsylvania
$867K +$174K +10,050 +30%
LWAM
238
Legacy Wealth Asset Management
Minnesota
$850K +$40.9K +2,364 +6%
BCM
239
Brookstone Capital Management
Illinois
$845K +$731K +42,222 New
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$840K -$93K -5,371 -11%
EPAM
241
Euro Pacific Asset Management
Puerto Rico
$837K +$726K +41,905 New
PHAM
242
Portland Hill Asset Management
United Kingdom
$824K +$714K +41,219 New
PWM
243
Perigon Wealth Management
California
$818K +$473K +27,307 +201%
USCWA
244
U.S. Capital Wealth Advisors
Texas
$813K +$51K +2,943 +8%
PAM
245
Panagora Asset Management
Massachusetts
$789K +$50.2K +2,899 +8%
1WA
246
180 Wealth Advisors
Washington
$756K +$66.8K +3,858 +11%
MMH
247
Menora Mivtachim Holdings
Israel
$750K -$45.9M -2,652,000 -99%
FHB
248
First Hawaiian Bank
Hawaii
$740K -$19.2K -1,111 -3%
RIA
249
Recurrent Investment Advisors
Texas
$730K +$91.4K +5,278 +17%
CGA
250
Crescent Grove Advisors
Illinois
$709K +$319K +18,452 +109%