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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
676
Gupta Wealth Management
California
$456K +$40.9K +124 +9%
CB
677
Chemical Bank
Michigan
$455K – – –
SWM
678
SVA Wealth Management
Wisconsin
$455K +$12.9K +39 +3%
SIG
679
Sky Investment Group
Connecticut
$453K +$512K +1,551 New
RMDI
680
R.M. Davis Inc
Maine
$448K +$241K +731 +91%
AWM
681
Altavista Wealth Management
North Carolina
$439K +$3.96K +12 +0.8%
SGH
682
Schonfeld Group Holdings
New York
$438K +$495K +1,500 New
FCI
683
Financial Counselors Inc
Kansas
$437K -$1.73M -5,224 -78%
PP
684
Prudential plc
United Kingdom
$435K -$27.7K -84 -5%
ARMT
685
Amica Retiree Medical Trust
Rhode Island
$435K – – –
GC
686
Grimes & Company
Massachusetts
$433K -$66K -200 -12%
CIA
687
Choate Investment Advisors
Massachusetts
$432K +$105K +318 +27%
HSA
688
HBK Sorce Advisory
Pennsylvania
$431K +$18.8K +57 +4%
DWT
689
Dorsey & Whitney Trust
South Dakota
$422K +$14.2K +43 +3%
ASN
690
Advisory Services Network
Georgia
$417K -$319K -965 -40%
CTI
691
Community Trust & Investment
Kentucky
$416K – – –
RFS
692
Rockefeller Financial Services
New York
$414K +$37K +112 +9%
RHBC
693
R.H. Bluestein & Co
Michigan
$412K -$12M -36,222 -96%
BP
694
Ballentine Partners
Massachusetts
$412K +$68.7K +208 +17%
CC
695
Courier Capital
New York
$409K +$82.6K +250 +22%
CF
696
CenterStar Fund
Illinois
$408K – – –
IB
697
Intrust Bank
Kansas
$405K -$160K -483 -26%
GLI
698
Guardian Life Insurance
New York
$402K +$115K +347 +34%
RG
699
Rathbones Group
United Kingdom
$401K +$11.6K +35 +3%
PWLP
700
Prio Wealth Limited Partnership
Massachusetts
$395K – – –