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Name Holding Trade Value Shares
Change
Change in
Stake
BPCE
1526
Bank Pictet & Cie (Europe)
Germany
$534K -$94.6K -429 -16%
FANJ
1527
Financial Architects (New Jersey)
New Jersey
$531K +$8.38K +38 +2%
ITIM
1528
Indiana Trust & Investment Management
Indiana
$530K -$16.5K -75 -3%
QIM
1529
Quest Investment Management
Oregon
$528K
PL
1530
Plancorp LLC
Missouri
$527K +$40.6K +184 +9%
BBNA
1531
Bremer Bank National Association
Minnesota
$526K -$60.2K -273 -11%
CM
1532
Columbus Macro
Pennsylvania
$524K -$32.4K -147 -6%
PG
1533
Patten Group
Tennessee
$523K +$4.41K +20 +0.9%
SFWA
1534
Summit Financial Wealth Advisors
Louisiana
$522K
WA
1535
Wealth Architects
California
$519K +$14.8K +67 +3%
KPCM
1536
Kings Point Capital Management
New York
$517K +$138K +624 +41%
FCFC
1537
First Citizens Financial Corp
Iowa
$516K +$472K +2,142 New
KF
1538
Krilogy Financial
Missouri
$515K +$7.05K +32 +2%
TMAM
1539
Tokio Marine Asset Management
Japan
$515K +$30.9K +140 +7%
CQS
1540
Credential Qtrade Securities
$513K -$7.05K -32 -1%
SIM
1541
SSI Investment Management
California
$512K -$2.87K -13 -0.6%
WANY
1542
Wealthspire Advisors (New York)
New York
$512K +$104K +473 +29%
EWG
1543
Executive Wealth Group
Washington
$510K
BMC
1544
Benin Management Corp
Connecticut
$510K -$4.41K -20 -0.9%
PP
1545
PagnatoKarp Partners
Virginia
$506K +$13.7K +62 +3%
IFS
1546
Ifrah Financial Services
Arkansas
$504K -$6.83K -31 -1%
EAM
1547
Evanson Asset Management
California
$504K +$882 +4 +0.2%
NG
1548
Northstar Group
New York
$503K -$48.3K -219 -10%
LC
1549
Lindbrook Capital
California
$502K +$7.5K +34 +2%
ACM
1550
Anfield Capital Management
California
$502K +$477K +2,164 New