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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
551
Willingdon Wealth Management
North Carolina
$551K +$518K +17,444 New
CMANY
552
Capital Management Associates (New York)
New York
$549K -$3.86K -130 -0.7%
MMG
553
Monetary Management Group
Missouri
$549K – – –
BFS
554
Bradley Foster & Sargent
Connecticut
$547K -$11.6K -390 -2%
RBC
555
Ronald Blue & Co
Georgia
$544K -$5.94K -200 -1%
WA
556
WBH Advisory
Maryland
$542K +$59 +2 +0%
QI
557
QS Investors
New York
$542K +$187K +6,294 +58%
LNWWM
558
Laird Norton Wetherby Wealth Management
California
$539K -$5.23K -176 -1%
MFS
559
Monetta Financial Services
Illinois
$537K -$980K -33,000 -66%
SAS
560
Spectrum Advisory Services
Georgia
$532K -$17.8K -600 -3%
Neuberger Berman Group
561
Neuberger Berman Group
New York
$530K -$2.79K -94 -0.6%
FMBTD
562
First Midwest Bank Trust Division
Illinois
$529K +$498K +16,748 New
GAAM
563
Guinness Atkinson Asset Management
California
$524K -$27.9K -940 -5%
GWM
564
Geneos Wealth Management
Colorado
$521K +$483K +16,276 New
BCB
565
Brian C. Broderick
$520K +$490K +16,484 New
MMPW
566
Mitchell McLeod Pugh & Williams
Alabama
$516K +$6.54K +220 +1%
AW
567
ACG Wealth
Georgia
$512K – – –
AIP
568
Ameritas Investment Partners
Nebraska
$505K – – –
VFA
569
Voya Financial Advisors
Connecticut
$501K +$95.7K +3,220 +26%
NBC
570
Neuberger Berman Canada
Ontario, Canada
$495K -$41.1K -1,382 -8%
FNBT
571
FineMark National Bank & Trust
Florida
$486K – – –
WJA
572
Williams Jones & Associates
New York
$485K – – –
WT
573
Washington Trust
Rhode Island
$480K – – –
AP
574
Advisor Partners
California
$479K +$50.2K +1,690 +13%
PWLP
575
Prio Wealth Limited Partnership
Massachusetts
$475K +$29.7K +1,000 +7%