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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Altavista Wealth Management
North Carolina
$633K -$19.7K -50 -3%
HSA
702
HBK Sorce Advisory
Pennsylvania
$633K -$12.6K -32 -2%
MFS
703
Monetta Financial Services
Illinois
$633K +$591K +1,500 New
CG
704
Clinton Group
New York
$632K -$136K -346 -19%
HHGA
705
Halbert Hargrove Global Advisors
California
$632K +$247K +626 +72%
ARMT
706
Amica Retiree Medical Trust
Rhode Island
$630K – – –
PP
707
Prudential plc
United Kingdom
$629K – – –
RCAG
708
Rehmann Capital Advisory Group
Michigan
$622K +$26K +66 +5%
LH
709
Lebenthal Holdings
New York
$608K -$38.6K -98 -6%
CTI
710
Community Trust & Investment
Kentucky
$602K – – –
GWM
711
Gupta Wealth Management
California
$601K +$561K +1,424 New
BFS
712
Bradley Foster & Sargent
Connecticut
$597K +$557K +1,413 New
BC
713
Birchview Capital
Vermont
$591K – – –
DWT
714
Dorsey & Whitney Trust
South Dakota
$574K -$72.9K -185 -12%
NIMI
715
Natixis Investment Managers International
France
$572K -$85.1K -216 -14%
GC
716
Gratus Capital
Georgia
$570K +$532K +1,350 New
Northwestern Mutual Wealth Management
717
Northwestern Mutual Wealth Management
Wisconsin
$565K +$263K +668 +100%
MMPW
718
Mitchell McLeod Pugh & Williams
Alabama
$564K -$23.6K -60 -4%
PWLP
719
Prio Wealth Limited Partnership
Massachusetts
$563K – – –
BWP
720
Baldwin Wealth Partners
Massachusetts
$562K -$128K -325 -20%
WPC
721
Waters Parkerson & Co
Louisiana
$562K -$19.7K -50 -4%
SWP
722
Stratos Wealth Partners
Ohio
$562K +$141K +358 +37%
NAMA
723
Nikko Asset Management Americas
New York
$561K – – –
AA
724
ALPS Advisors
Colorado
$556K -$130K -330 -20%
PIM
725
Progressive Investment Management
Oregon
$548K -$8.3M -21,053 -94%