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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
276
HighPoint Advisor Group
Illinois
$519K +$79.8K +1,121 +18%
First Manhattan
277
First Manhattan
New York
$511K -$11.4K -160 -2%
LNWWM
278
Laird Norton Wetherby Wealth Management
California
$499K -$39.3K -552 -7%
WP
279
WealthSource Partners
California
$479K +$67K +941 +16%
DAS
280
Dynamic Advisor Solutions
Arizona
$461K +$56.2K +789 +14%
FCI
281
Financial Counselors Inc
Kansas
$460K -$72.9K -1,023 -14%
YWP
282
YorkBridge Wealth Partners
New York
$460K -$8.26K -116 -2%
MSA
283
Marino Stram & Associates
Massachusetts
$460K +$466K +6,542 New
WA
284
WealthTrust Axiom
Pennsylvania
$443K -$27.5K -386 -6%
MNBTD
285
Moody National Bank Trust Division
Texas
$436K – – –
FTDI
286
First Trust Direct Indexing
Massachusetts
$430K +$436K +6,121 New
ANI
287
American National Insurance
Texas
$429K – – –
CCM
288
Coldstream Capital Management
Washington
$413K -$12.5K -175 -3%
P
289
Pitcairn
Pennsylvania
$412K -$4.77K -67 -1%
WTC
290
WhitTier Trust Company
Nevada
$406K -$1.21K -17 -0.3%
BPA
291
Beacon Pointe Advisors
California
$402K +$184K +2,587 +82%
IWP
292
Icon Wealth Partners
Texas
$395K +$67.6K +949 +20%
FPS
293
Fieldpoint Private Securities
Connecticut
$389K -$22.5K -316 -5%
NFGCM
294
Norman Fields Gottscho Capital Management
New York
$385K -$10.7K -150 -3%
PBT
295
Pictet Bank & Trust
Bahamas
$385K +$392K +5,500 New
WT
296
Whittier Trust
California
$384K -$16.7K -235 -4%
RCM
297
Ratan Capital Management
Florida
$376K – – –
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$370K +$233K +3,270 +164%
V
299
Veritable
Delaware
$369K -$5.98K -84 -2%
PP
300
Paloma Partners
Connecticut
$366K -$161K -2,259 -30%