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Name Holding Trade Value Shares
Change
Change in
Stake
GC
676
Gratry & Company
Ohio
$219K +$45.3K +470 +23%
CG
677
Caprock Group
Idaho
$218K +$4.81K +50 +2%
Nuveen
678
Nuveen
North Carolina
$217K -$12.5M -129,540 -98%
CI
679
Conning Inc
Connecticut
$213K +$233K +2,425 New
LPIC
680
LeJeune Puetz Investment Counsel
Michigan
$213K +$234K +2,431 New
PBT
681
Pictet Bank & Trust
Bahamas
$210K -$963 -10 -0.4%
BOTW
682
Bank of the West
California
$210K +$30.8K +320 +15%
CCM
683
Coldstream Capital Management
Washington
$206K +$21.4K +222 +10%
IWA
684
Intercontinental Wealth Advisors
Texas
$205K +$225K +2,338 New
DHFB
685
Dixon Hubard Feinour & Brown
Virginia
$204K +$224K +2,323 New
GIA
686
GHP Investment Advisors
Colorado
$202K
CM
687
Castleark Management
Illinois
$201K
SS
688
Simplicity Solutions
Minnesota
$201K +$221K +2,291 New
CAW
689
Cornerstone Advisors (Washington)
Washington
$197K +$5.29K +55 +3%
IWM
690
IHT Wealth Management
Illinois
$193K +$209K +2,175 New
HB
691
Homrich & Berg
Georgia
$188K -$7.8K -81 -4%
LWCFA
692
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$185K
FANJ
693
Financial Architects (New Jersey)
New Jersey
$178K -$55K -571 -22%
DI
694
DUMAC Inc
North Carolina
$177K +$194K +2,017 New
GL
695
GLG LLC
New York
$158K -$3.36M -34,885 -95%
GRP
696
Global Retirement Partners
California
$157K +$172K +1,787 New
NSIM
697
North Star Investment Management
Illinois
$152K +$153K +1,585 +1,057%
CTC
698
Central Trust Company
Missouri
$150K -$1.71M -17,725 -91%
MFW
699
Mosaic Family Wealth
Missouri
$145K -$48.1K -500 -23%
SPIA
700
Steward Partners Investment Advisory
New York
$143K +$157K +1,633 New