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Name Holding Trade Value Shares
Change
Change in
Stake
NNP
376
Nachman Norwood & Parrott
South Carolina
$610K +$51.2K +2,127 +9%
RC
377
RBF Capital
California
$609K +$602K +25,000 New
IWM
378
IHT Wealth Management
Illinois
$605K -$57.5K -2,389 -9%
WC
379
Woodstock Corp
Massachusetts
$605K -$6.02K -250 -1%
NSIM
380
North Star Investment Management
Illinois
$603K +$1.61K +67 +0.3%
TNA
381
True North Advisors
Texas
$602K +$289 +12 +0%
GI
382
Gradient Investments
Minnesota
$599K -$102K -4,238 -15%
AC
383
Avestar Capital
New York
$595K +$43K +1,785 +8%
SB
384
Simmons Bank
Arkansas
$591K -$81.9K -3,400 -12%
LNWWM
385
Laird Norton Wetherby Wealth Management
California
$591K -$46.9K -1,947 -7%
GD
386
Grandfield & Dodd
New York
$590K
APG Asset Management
387
APG Asset Management
Netherlands
$589K -$11.2M -463,774 -94%
CIAS
388
Capital Investment Advisory Services
North Carolina
$589K -$17.5K -726 -3%
DWA
389
Douglass Winthrop Advisors
New York
$589K +$244K +10,138 +72%
ST
390
Sabal Trust
Florida
$580K
IWC
391
Integrated Wealth Concepts
Massachusetts
$576K -$10.1K -418 -2%
WIM
392
Wittenberg Investment Management
Massachusetts
$575K
SWM
393
Spire Wealth Management
Virginia
$575K +$712K +29,572 New
BIM
394
Bridges Investment Management
Nebraska
$572K -$270K -11,226 -32%
WP
395
WealthPLAN Partners
Nebraska
$564K -$753K -31,272 -59%
IA
396
IFP Advisors
Florida
$562K -$602K -24,991 -52%
AP
397
Advisor Partners
California
$562K +$23.1K +959 +4%
BWM
398
BigSur Wealth Management
Florida
$548K +$289K +12,000 +114%
FFN
399
Focus Financial Network
Minnesota
$543K +$248K +10,283 +86%
MWNA
400
Marshall Wace North America
New York
$539K -$335K -13,928 -39%