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Name Holding Trade Value Shares
Change
Change in
Stake
TDC
201
Thompson Davis & Co
Virginia
$56K +$26K +540 +108%
SBL
202
Sargent Bickham Lagudis
Colorado
$54K – – –
DSN
203
D. Scott Neal
Kentucky
$46K – – –
TCM
204
TD Capital Management
Tennessee
$27K – – –
LWA
205
Lenox Wealth Advisors
New York
$27K +$19.1K +395 +373%
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$24K +$289 +6 +1%
BWP
207
Baldwin Wealth Partners
Massachusetts
$19K – – –
PCTC
208
Perkins Coie Trust Company
Washington
$19K – – –
JP Morgan Chase
209
JP Morgan Chase
New York
$17K -$3.67K -76 -19%
CBOA
210
Commonwealth Bank of Australia
Australia
$16K – – –
MSA
211
Marino Stram & Associates
Massachusetts
$16K – – –
SWA
212
Sutton Wealth Advisors
Florida
$13.5K +$12.1K +251 New
KCPG
213
Kavar Capital Partners Group
Kansas
$11K +$9.65K +200 New
SIM
214
Sonora Investment Management
Arizona
$10.8K – – –
SEI Investments
215
SEI Investments
Pennsylvania
$10K -$16.4K -339 -66%
SPIA
216
Steward Partners Investment Advisory
New York
$10K – – –
VFA
217
Valeo Financial Advisors
Indiana
$10K – – –
PAM
218
Panagora Asset Management
Massachusetts
$8K -$17.5K -363 -72%
ASN
219
Advisory Services Network
Georgia
$8K – – –
PA
220
Parallel Advisors
California
$8K +$7.24K +150 New
WC
221
Whitney & Co
New York
$8K +$7.24K +150 New
PHK
222
Point72 Hong Kong
Hong Kong
$8K +$7.48K +155 New
ZB
223
Zions Bancorporation
Utah
$8K +$7.52K +156 New
PWM
224
Perigon Wealth Management
California
$6K – – –
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$6K +$2.7K +56 +114%