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Name Holding Trade Value Shares
Change
Change in
Stake
PP
501
Prudential plc
United Kingdom
$440K -$105K -1,004 -19%
BIAS
502
Beacon Investment Advisory Services
New Jersey
$439K -$15.7K -150 -3%
MFG
503
MidWestOne Financial Group
Iowa
$437K +$436K +4,166 New
EWM
504
Evermay Wealth Management
Virginia
$432K +$108K +1,035 +34%
AP
505
Appleton Partners
Massachusetts
$431K +$5.55K +53 +1%
MIM
506
Marco Investment Management
Georgia
$430K
VVP
507
Venture Visionary Partners
Ohio
$424K +$423K +4,041 New
TGAM
508
TBH Global Asset Management
Tennessee
$422K +$421K +4,020 New
HC
509
Hourglass Capital
Texas
$420K
DWA
510
Douglass Winthrop Advisors
New York
$417K +$416K +3,975 New
GAA
511
Green Alpha Advisors
Colorado
$416K +$415K +3,962 New
Northwestern Mutual Wealth Management
512
Northwestern Mutual Wealth Management
Wisconsin
$408K +$67.6K +646 +20%
CPWM
513
Cypress Point Wealth Management
Texas
$407K +$406K +3,875 New
PAS
514
Park Avenue Securities
New York
$404K -$242K -2,315 -38%
SC
515
Saturna Capital
Washington
$402K
BEC
516
Blue Edge Capital
Virginia
$399K
GHA
517
GW Henssler & Associates
Georgia
$396K -$11.8K -113 -3%
WS
518
Wedbush Securities
California
$394K -$71.6K -684 -15%
IB
519
Intrust Bank
Kansas
$392K -$7.01K -67 -2%
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$388K -$90.4K -864 -19%
SF
521
Synovus Financial
Georgia
$385K +$1.88K +18 +0.5%
AC
522
Avestar Capital
New York
$377K -$349K -3,336 -48%
JCIA
523
Jackson Creek Investment Advisors
Colorado
$372K -$2.83K -27 -0.8%
PSUF
524
People's United Financial
Connecticut
$367K -$55.3K -528 -13%
YWP
525
YorkBridge Wealth Partners
New York
$366K +$31.8K +304 +10%