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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
676
SeaCrest Wealth Management
New York
$425K -$6.62K -53 -2%
SMWM
677
Silvia McColl Wealth Management
California
$423K +$99.8K +800 +33%
TAM
678
Trust Asset Management
Texas
$422K
WAP
679
Wealthcare Advisory Partners
Pennsylvania
$422K +$1.5K +12 +0.4%
DWP
680
Daymark Wealth Partners
Ohio
$420K +$3.5K +28 +0.9%
SCTC
681
Sanibel Captiva Trust Company
Florida
$419K +$401K +3,210 New
ST
682
Spinnaker Trust
Maine
$419K
CC
683
Courier Capital
New York
$419K
FHA
684
First Horizon Advisors
Tennessee
$417K -$63.4K -508 -14%
FWA
685
FSM Wealth Advisors
Ohio
$415K +$34.7K +278 +10%
HT
686
Heritage Trust
Oklahoma
$414K +$12.4K +99 +3%
IP
687
Investment Partners
Ohio
$413K
PI
688
Pettee Investors
Connecticut
$411K
EFS
689
Essex Financial Services
Connecticut
$410K +$8.49K +68 +2%
LBC
690
Lowe Brockenbrough & Co
Virginia
$409K +$110K +878 +39%
HWM
691
Hohimer Wealth Management
Washington
$408K -$44.9K -360 -10%
MCA
692
MSH Capital Advisors
Arizona
$406K -$14.4K -115 -4%
SFI
693
SPC Financial Inc
Maryland
$406K +$624 +5 +0.2%
GC
694
Grimes & Company
Massachusetts
$404K +$30.1K +241 +8%
LFA
695
Legacy Financial Advisors
Kentucky
$402K +$26.5K +212 +7%
NB
696
Nicolet Bankshares
Wisconsin
$402K -$2.5K -20 -0.6%
CS
697
Cannell & Spears
New York
$400K
APF
698
Alaska Permanent Fund
Alaska
$399K +$1.12K +9 +0.3%
FNBT
699
FineMark National Bank & Trust
Florida
$397K +$499 +4 +0.1%
Parnassus Investments
700
Parnassus Investments
California
$396K +$27K +216 +8%