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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
801
Arete Wealth Advisors
Illinois
$213K -$3.02K -34 -1%
SCG
802
Sonata Capital Group
Washington
$211K +$205K +2,309 New
CBU
803
CIBC Bank USA
Illinois
$210K -$11.1K -125 -5%
GIM
804
Goelzer Investment Management
Indiana
$209K +$202K +2,280 New
PCA
805
Peddock Capital Advisors
Massachusetts
$205K
FPFS
806
First Personal Financial Services
North Carolina
$203K -$18.6K -210 -9%
EWA
807
EP Wealth Advisors
California
$203K +$196K +2,212 New
BP
808
Ballentine Partners
Massachusetts
$203K +$196K +2,213 New
ACP
809
Ashfield Capital Partners
California
$203K +$197K +2,222 New
TPWA
810
TRUE Private Wealth Advisors
Oregon
$202K +$196K +2,211 New
PCG
811
Private Capital Group
Connecticut
$199K +$15.9K +179 +9%
LPIC
812
LeJeune Puetz Investment Counsel
Michigan
$192K
GTAM
813
Global Trust Asset Management
Florida
$188K +$182K +2,057 New
IDBONY
814
Israel Discount Bank of New York
New York
$186K -$3.55K -40 -2%
EWM
815
Edge Wealth Management
New York
$184K
VCM
816
Vigilant Capital Management
Maine
$180K
SMFS
817
Squar Milner Financial Services
California
$177K -$12.6K -142 -7%
AP
818
Atwood & Palmer
Missouri
$169K
IUHSA
819
Itau Unibanco Holding S.A.
Brazil
$164K -$11.9K -134 -7%
AC
820
Avestar Capital
New York
$162K +$27.3K +308 +19%
MUS
821
Mitsubishi UFJ Securities
Japan
$161K +$132K +1,490 +552%
SNT
822
Security National Trust
West Virginia
$160K
MWPCG
823
Measured Wealth Private Client Group
New Hampshire
$160K +$156K +1,758 New
FANJ
824
Financial Architects (New Jersey)
New Jersey
$155K
HFM
825
Harvest Fund Management
China
$146K +$141K +1,595 New