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Name Holding Trade Value Shares
Change
Change in
Stake
IA
501
IFP Advisors
Florida
$183K
WT
502
Whittier Trust
California
$172K
Bank Julius Baer & Co
503
Bank Julius Baer & Co
Switzerland
$168K
Jones Financial Companies
504
Jones Financial Companies
Missouri
$167K -$286K -3,087 -63%
NSB
505
Norway Savings Bank
Maine
$163K -$18.5K -200 -10%
SIM
506
Sentry Investment Management
Wisconsin
$159K -$3.24K -35 -2%
BWM
507
BerganKDV Wealth Management
Minnesota
$159K
CT
508
Cambridge Trust
Massachusetts
$154K
ZB
509
Zions Bancorporation
Utah
$150K -$3.89K -42 -2%
HI
510
Harbour Investments
Wisconsin
$146K +$149K +1,612 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
511
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$142K -$3.5M -37,827 -96%
HPC
512
HM Payson & Co
Maine
$142K
MCC
513
Money Concepts Capital
Florida
$140K -$74.5K -805 -35%
SWM
514
Selective Wealth Management
Virginia
$138K -$27.8K -300 -16%
TCWM
515
Total Clarity Wealth Management
Illinois
$128K +$131K +1,415 New
BTI
516
Blue Trust Inc
Georgia
$126K +$124K +1,340 New
RG
517
Retirement Group
California
$125K +$36.5K +394 +40%
PTC
518
Private Trust Company
Ohio
$121K +$124K +1,335 New
NICM
519
Neo Ivy Capital Management
New York
$119K +$123K +1,327 New
Skandinaviska Enskilda Banken (SEB)
520
Skandinaviska Enskilda Banken (SEB)
Sweden
$117K +$59.8K +646 +100%
BCWM
521
Bartlett & Co Wealth Management
Ohio
$111K
BC
522
Bartlett & Co
Ohio
$111K
AP
523
Atwood & Palmer
Missouri
$108K
VVP
524
Venture Visionary Partners
Ohio
$108K +$111K +1,194 New
TWA
525
TCI Wealth Advisors
Arizona
$105K +$93 +1 +0.1%