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Name Holding Trade Value Shares
Change
Change in
Stake
Westfield Capital Management
601
Westfield Capital Management
Massachusetts
$574K -$54.2M -234,796 -99%
BWM
602
BerganKDV Wealth Management
Minnesota
$568K -$44.1K -191 -7%
Vanguard Capital Wealth Advisors
603
Vanguard Capital Wealth Advisors
Colorado
$561K -$30.9K -134 -5%
CWM
604
Confluence Wealth Management
Oregon
$561K +$5.31K +23 +1%
CAN
605
Cetera Advisor Networks
California
$551K -$165K -714 -23%
RFC
606
Regions Financial Corp
Alabama
$548K -$69.7K -302 -11%
HCA
607
Harbour Capital Advisors
Virginia
$542K -$509K -2,206 -49%
Pzena Investment Management
608
Pzena Investment Management
New York
$542K -$30.7K -133 -5%
GT
609
Greenleaf Trust
Michigan
$540K +$93.7K +406 +21%
HI
610
Harrington Investments
California
$540K +$533K +2,310 New
CG
611
Colony Group
Massachusetts
$539K -$118K -512 -18%
BUB
612
BBVA USA Bancshares
Texas
$538K -$440K -1,907 -45%
NSIM
613
North Star Investment Management
Illinois
$538K +$119K +517 +29%
RIM
614
Rampart Investment Management
Connecticut
$532K -$37.9K -164 -7%
BAM
615
Berkshire Asset Management
Pennsylvania
$531K +$59.6K +258 +13%
VCA
616
Verdence Capital Advisors
Maryland
$528K +$3.23K +14 +0.6%
WS
617
Wedbush Securities
California
$525K -$183K -793 -26%
WAM
618
Wealthspire Advisors (Maryland)
Maryland
$520K -$39.9K -173 -7%
HWA
619
Heritage Wealth Advisors
Virginia
$519K +$23.1K +100 +5%
WIS
620
Wright Investors Service
Connecticut
$517K +$3.46K +15 +0.7%
LOAME
621
Lombard Odier Asset Management (Europe)
United Kingdom
$515K
NIM
622
NuWave Investment Management
New Jersey
$513K +$501K +2,168 +8,338%
FRM
623
Fox Run Management
Connecticut
$512K -$18.2K -79 -3%
BIAS
624
Beacon Investment Advisory Services
New Jersey
$512K +$104K +450 +26%
IWP
625
Icon Wealth Partners
Texas
$508K +$144K +625 +40%