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Name Holding Trade Value Shares
Change
Change in
Stake
BAS
701
Brown Advisory Securities
Maryland
$320K
WKWM
702
Walter & Keenan Wealth Management
Indiana
$320K
GG
703
Gofen & Glossberg
Illinois
$317K +$313K +7,782 New
UBWV
704
United Bank (West Virginia)
West Virginia
$316K
CCA
705
Checchi Capital Advisers
California
$314K -$1.93K -48 -0.6%
BP
706
Ballentine Partners
Massachusetts
$311K -$2.5K -62 -0.8%
Mariner
707
Mariner
Kansas
$311K +$14K +348 +5%
PCMC
708
Paragon Capital Management (Colorado)
Colorado
$311K +$308K +7,646 New
LWCFA
709
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$308K +$32.4K +804 +12%
RCAG
710
Rehmann Capital Advisory Group
Michigan
$307K -$483 -12 -0.2%
PP
711
Patten & Patten
Tennessee
$302K +$9.1K +226 +3%
VFA
712
Valeo Financial Advisors
Indiana
$300K +$297K +7,376 New
HS
713
HighVista Strategies
Massachusetts
$293K -$48.3K -1,200 -14%
CDH
714
Charles D. Hyman
$293K
WI
715
Wintrust Investments
Illinois
$293K +$6.12K +152 +2%
FMWA
716
Forvis Mazars Wealth Advisors
Missouri
$289K +$4.19K +104 +1%
CCA
717
Catalyst Capital Advisors
New York
$285K -$757K -18,800 -73%
DWA
718
Douglass Winthrop Advisors
New York
$285K
FC
719
Fayerweather Charles
$285K
DIA
720
Denver Investment Advisors
Colorado
$284K +$16.1K +400 +6%
KWM
721
Kingsview Wealth Management
Oregon
$283K +$31.6K +784 +13%
MAM
722
Martingale Asset Management
Massachusetts
$283K +$279K +6,938 New
HK
723
Horizon Kinetics
New York
$280K
WAP
724
Wealthcare Advisory Partners
Pennsylvania
$279K +$276K +6,866 New
OIA
725
Optimum Investment Advisors
Illinois
$278K -$8.86K -220 -3%