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Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1151
American Century Companies
Missouri
$530K -$2.28M -14,844 -84%
RG
1152
Rikoon Group
New Mexico
$530K -$41.2K -268 -8%
RWA
1153
River Wealth Advisors
Pennsylvania
$530K +$13.8K +90 +3%
BHWM
1154
Bar Harbor Wealth Management
New Hampshire
$527K -$11.1K -72 -2%
EDRH
1155
Edmond de Rothschild Holding
Switzerland
$526K +$214K +1,393 +94%
SP
1156
Successful Portfolios
Florida
$525K +$19.7K +128 +5%
BOTW
1157
Bank of the West
California
$524K -$56.4K -367 -11%
AC
1158
Abbrea Capital
California
$524K -$27.5K -179 -6%
BAM
1159
Bellevue Asset Management
Washington
$523K -$42K -273 -9%
CAS
1160
Cascadia Advisory Services
Oregon
$523K +$439K +2,854 New
LBD
1161
Landsberg Bennett & Dubbaneh
Florida
$522K -$264K -1,715 -39%
AF
1162
Apexium Financial
Texas
$521K -$7.69K -50 -2%
MFW
1163
Mosaic Family Wealth
Missouri
$520K +$33.8K +220 +8%
IWA
1164
Intercontinental Wealth Advisors
Texas
$520K +$436K +2,835 New
WEC
1165
Winslow Evans & Crocker
Massachusetts
$517K +$151K +982 +53%
MC
1166
Miramar Capital
Illinois
$516K -$11.7K -76 -2%
MWM
1167
Merriman Wealth Management
Washington
$515K -$1.73M -11,279 -80%
RWM
1168
Ritholtz Wealth Management
New York
$515K +$147K +958 +52%
MWC
1169
MBM Wealth Consultants
Missouri
$514K +$42.1K +274 +11%
MIFH
1170
Migdal Insurance & Financial Holdings
Israel
$513K +$18.3K +119 +4%
NSB
1171
Norway Savings Bank
Maine
$511K -$10.8K -70 -2%
AFA
1172
American Financial Advisors
Georgia
$511K +$46.1K +300 +11%
BI
1173
Bramshill Investments
Florida
$511K +$429K +2,789 New
CCM
1174
Cullen Capital Management
New York
$509K
WP
1175
WMS Partners
Maryland
$508K -$51.3K -334 -11%