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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
401
Williams Jones Wealth Management
New York
$536K -$155K -1,775 -22%
PWM
402
PBMares Wealth Management
Virginia
$528K +$534K +6,111 New
GC
403
Garde Capital
Washington
$525K
BAM
404
Blueshift Asset Management
New Jersey
$522K +$528K +6,039 New
KeyBank National Association
405
KeyBank National Association
Ohio
$512K -$59.1K -676 -10%
OWM
406
Opes Wealth Management
California
$503K -$84K -961 -14%
SCI
407
S&CO Inc
Massachusetts
$501K -$131K -1,500 -21%
DC
408
Davenport & Co
Virginia
$501K +$507K +5,795 New
CI
409
Cigna Investments
Connecticut
$500K +$50.4K +577 +12%
LIA
410
LS Investment Advisors
Michigan
$488K -$57.2K -654 -10%
MFG
411
Menard Financial Group
Texas
$482K +$488K +5,577 New
PCM
412
Parsons Capital Management
Rhode Island
$479K
Cambridge Investment Research Advisors
413
Cambridge Investment Research Advisors
Iowa
$478K -$556K -6,362 -53%
FA
414
FDx Advisors
Illinois
$475K +$20.6K +236 +4%
AWM
415
Aries Wealth Management
Maine
$473K
WCM
416
Wedge Capital Management
North Carolina
$473K +$21.5K +246 +5%
AP
417
Appleton Partners
Massachusetts
$472K -$6.82K -78 -1%
Neuberger Berman Group
418
Neuberger Berman Group
New York
$468K +$7.96K +91 +2%
PCM
419
Prelude Capital Management
New York
$454K -$621K -7,105 -57%
BIAS
420
Beacon Investment Advisory Services
New Jersey
$453K -$43.5K -498 -9%
OFS
421
Orrstown Financial Services
Pennsylvania
$450K +$413K +4,729 New
RC
422
RegentAtlantic Capital
New Jersey
$444K +$62K +709 +16%
ATC
423
Argent Trust Co
Tennessee
$443K -$1.57K -18 -0.3%
Rockefeller Capital Management
424
Rockefeller Capital Management
New York
$443K +$60.6K +693 +16%
LMAM
425
Legg Mason Asset Management
Japan
$440K -$567K -6,487 -56%