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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
701
Northstar Capital Management
New York
$460K +$464K +1,475 +313%
BP
702
Ballentine Partners
Massachusetts
$459K -$2.2K -7 -0.4%
CC
703
Centiva Capital
New York
$453K +$604K +1,917 New
GT
704
Greenleaf Trust
Michigan
$450K -$206K -655 -26%
KMWM
705
Keudell/Morrison Wealth Management
Oregon
$450K +$600K +1,904 New
VFPI
706
Vantage Financial Partners (Illinois)
Illinois
$449K
NSAM
707
North Star Asset Management
Wisconsin
$448K
VFA
708
Voya Financial Advisors
Connecticut
$448K +$64.2K +204 +12%
SCP
709
Shorepoint Capital Partners
Massachusetts
$447K +$596K +1,892 New
BPCE
710
Bank Pictet & Cie (Europe)
Germany
$445K +$137K +436 +30%
CIC
711
Chilton Investment Company
Connecticut
$443K +$589K +1,872 New
CB
712
CNB Bank
Pennsylvania
$441K +$56.7K +180 +11%
IDBONY
713
Israel Discount Bank of New York
New York
$440K +$5.98K +19 +1%
LW
714
Linscomb Wealth
Texas
$438K +$70.5K +224 +14%
RE
715
RBC Europe
United Kingdom
$427K
LAM
716
Lingohr Asset Management
Germany
$427K +$568K +1,805 New
Wealthfront Advisers
717
Wealthfront Advisers
California
$425K -$2.27M -7,201 -80%
NSIM
718
North Star Investment Management
Illinois
$421K +$561K +1,783 New
JDR
719
Jay D. Rosenbaum
$419K -$9.45K -30 -2%
CIA
720
Choate Investment Advisors
Massachusetts
$418K -$33.7K -107 -6%
IFWM
721
Institute for Wealth Management
Colorado
$417K
CM
722
Columbus Macro
Pennsylvania
$414K -$14.8K -47 -3%
NB
723
Nicolet Bankshares
Wisconsin
$412K -$630 -2 -0.1%
BIAS
724
Beacon Investment Advisory Services
New Jersey
$411K -$225K -715 -29%
SBIA
725
Sheaff Brock Investment Advisors
Indiana
$411K -$47.2K -150 -8%