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Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
651
Western Pacific Wealth Management
Illinois
$80K +$83K +530 New
EW
652
Evoke Wealth
California
$76K -$24.9K -159 -24%
SSG
653
Summit Securities Group
New York
$76K +$78.1K +499 New
AA
654
Alta Advisers
United Kingdom
$76K +$78.3K +500 New
PFPT
655
Pinnacle Financial Partners (Tennessee)
Tennessee
$76K +$78.3K +500 New
HWM
656
HighMark Wealth Management
Minnesota
$70K
CCM
657
Covington Capital Management
California
$67K +$41.5K +265 +151%
FRA
658
Front Row Advisors
California
$60K
PCH
659
Polar Capital Holdings
United Kingdom
$59.1K +$24.3M +154,951 +66%
PTC
660
Private Trust Company
Ohio
$52K +$1.88K +12 +4%
SBL
661
Sargent Bickham Lagudis
Colorado
$50K -$939 -6 -2%
CAL
662
Capital Analysts LLC
Pennsylvania
$49K
SIM
663
Sentry Investment Management
Wisconsin
$49K +$39.8K +254 +385%
C
664
Covestor
United Kingdom
$47K +$19.6K +125 +68%
LS
665
Livforsakringsbolaget Skandia
Sweden
$46K -$219K -1,400 -82%
EDRH
666
Edmond de Rothschild Holding
Switzerland
$46K +$47.4K +303 New
HI
667
Harbour Investments
Wisconsin
$45K
RTC
668
Riverview Trust Company
Washington
$44K +$45.4K +290 New
FP
669
Financial Perspectives
Minnesota
$42.2K
HWA
670
HHM Wealth Advisors
Tennessee
$41K
BHWM
671
Bay Harbor Wealth Management
Maryland
$40K +$40.7K +260 New
CI Investments Inc
672
CI Investments Inc
Ontario, Canada
$39K +$36.6K +234 +975%
KSWA
673
Kathleen S. Wright Associates
Pennsylvania
$38K
GRP
674
Global Retirement Partners
California
$38K +$7.51K +48 +25%
GWM
675
Geneos Wealth Management
Colorado
$36K -$29K -185 -44%