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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
601
Jacobi Capital Management
Pennsylvania
$326K -$372K -1,012 -50%
HFAS
602
Hummer Financial Advisory Services
Illinois
$325K – – –
NAM
603
NorthCoast Asset Management
Connecticut
$321K +$6.99K +19 +2%
LSA
604
L & S Advisors
California
$321K +$368K +1,000 New
GWSG
605
GPS Wealth Strategies Group
Colorado
$320K +$80.2K +218 +28%
ICP
606
Interchange Capital Partners
Pennsylvania
$320K +$250K +680 +680%
EWA
607
Exencial Wealth Advisors
Oklahoma
$319K +$365K +993 New
RPWA
608
Regent Peak Wealth Advisors
Georgia
$318K +$4.42K +12 +1%
PCA
609
Personal Capital Advisors
California
$317K -$25K -68 -6%
CFA
610
Carroll Financial Associates
North Carolina
$313K +$7.36K +20 +2%
IAN
611
Integrated Advisors Network
Texas
$311K +$82.4K +224 +30%
Fisher Asset Management
612
Fisher Asset Management
Washington
$311K +$83.2K +226 +30%
FNBT
613
FineMark National Bank & Trust
Florida
$309K -$72.1K -196 -17%
KPW
614
Kore Private Wealth
New York
$305K -$1.37M -3,716 -80%
AWM
615
Avior Wealth Management
Nebraska
$303K -$12.5K -34 -3%
MC
616
Moors & Cabot
Massachusetts
$301K -$243K -660 -41%
KP
617
Keel Point
Alabama
$301K +$27.6K +75 +9%
First Manhattan
618
First Manhattan
New York
$300K – – –
GVAG
619
Great Valley Advisor Group
Delaware
$299K -$1.53M -4,166 -82%
PWLP
620
Prio Wealth Limited Partnership
Massachusetts
$299K – – –
ISL
621
Ingalls & Snyder LLC
New York
$299K +$69.9K +190 +26%
CWM
622
Centric Wealth Management
Illinois
$297K +$340K +924 New
SCA
623
STALEY CAPITAL ADVISERS
Pennsylvania
$296K – – –
Vanguard Capital Wealth Advisors
624
Vanguard Capital Wealth Advisors
Colorado
$294K – – –
CCA
625
Cadent Capital Advisors
Oklahoma
$291K +$333K +905 New