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Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
801
Wilbanks Smith & Thomas Asset Management
Virginia
$3.49M -$105K -2,836 -3%
VFG
802
V2 Financial group
Illinois
$3.49M +$3.11M +83,908 +852%
EM
803
Excalibur Management
Massachusetts
$3.47M -$346K -9,361 -9%
WA
804
Wealth Alliance
New York
$3.47M -$111K -2,998 -3%
CW
805
Connectus Wealth
Ohio
$3.47M +$1.68M +45,337 +95%
FAM
806
Fred Alger Management
New York
$3.47M
EWA
807
Exencial Wealth Advisors
Oklahoma
$3.45M -$58K -1,566 -2%
FCH
808
Freestone Capital Holdings
Washington
$3.45M +$26.6K +719 +0.8%
GAMC
809
Garner Asset Management Corp
Texas
$3.44M -$876K -23,667 -20%
SVWAG
810
Sound View Wealth Advisors Group
Georgia
$3.43M -$146K -3,936 -4%
PWP
811
Principle Wealth Partners
Connecticut
$3.42M -$285K -7,701 -8%
MKC
812
M. Kraus & Co
Vermont
$3.41M -$152K -4,104 -4%
FPFS
813
First Personal Financial Services
North Carolina
$3.41M +$337K +9,115 +11%
CAC
814
Core Alternative Capital
Georgia
$3.4M +$347K +9,381 +11%
ACM
815
Alta Capital Management
Utah
$3.4M -$2.29K -62 -0.1%
GWMIA
816
Global Wealth Management Investment Advisory
Florida
$3.39M +$57.6K +1,557 +2%
JHCP
817
Jackson Hole Capital Partners
Oklahoma
$3.39M +$75.6K +2,043 +2%
SC
818
Sepio Capital
Utah
$3.38M -$31K -838 -0.9%
PHS
819
Pekin Hardy Strauss
Illinois
$3.37M -$440K -11,878 -12%
CK
820
Cohen Klingenstein
New York
$3.37M
SIG
821
Sky Investment Group
Connecticut
$3.35M -$283K -7,639 -8%
MPAM
822
Murphy Pohlad Asset Management
Minnesota
$3.35M -$82.5K -2,230 -2%
PNC
823
Park National Corp
Ohio
$3.35M -$684K -18,492 -17%
AHC
824
Adell Harriman & Carpenter
Texas
$3.34M -$184K -4,969 -5%
SIA
825
Strategic Investment Advisors
Michigan
$3.32M +$1.76M +47,509 +113%