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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
576
Frontier Wealth Management
Missouri
$560K +$14.3K +357 +2%
LWCFA
577
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$559K +$20.1K +503 +3%
HVIA
578
Hudson Valley Investment Advisors
New York
$558K +$10.3K +257 +2%
DWT
579
Dorsey & Whitney Trust
South Dakota
$556K +$89K +2,228 +17%
MSAM
580
Moloney Securities Asset Management
Missouri
$551K -$2.12K -53 -0.4%
HCM
581
Howland Capital Management
Massachusetts
$547K -$89K -2,228 -13%
FIB
582
First Interstate Bank
Montana
$544K -$19.5K -488 -3%
FHB
583
First Hawaiian Bank
Hawaii
$544K -$8.54K -214 -1%
WG
584
Welch Group
Alabama
$542K -$8.9K -223 -1%
BAS
585
Brown Advisory Securities
Maryland
$536K +$48.6K +1,217 +9%
KPCM
586
Kings Point Capital Management
New York
$534K -$8.74K -219 -1%
P
587
Pitcairn
Pennsylvania
$532K -$17.7K -444 -3%
GIA
588
GHP Investment Advisors
Colorado
$532K -$6.11K -153 -1%
PGFC
589
Peapack-Gladstone Financial Corp
New Jersey
$528K -$44.1K -1,105 -7%
FCH
590
Freestone Capital Holdings
Washington
$521K +$269K +6,733 +90%
CMO
591
Covenant Multifamily Offices
Texas
$520K +$565K +14,159 New
SFG
592
Summit Financial Group
West Virginia
$519K +$5.23K +131 +0.9%
KLCM
593
KG&L Capital Management
Louisiana
$516K +$562K +14,068 New
LFA
594
Legacy Financial Advisors
Kentucky
$505K +$13.7K +343 +3%
GRP
595
Global Retirement Partners
California
$503K -$47.4K -1,186 -8%
BB
596
Bell Bank
North Dakota
$500K -$8.22K -206 -1%
FC
597
FCA Corp
Texas
$500K -$40 -1 -0%
BHA
598
Beech Hill Advisors
New York
$499K -$125K -3,137 -19%
JC
599
Jacobs & Co
California
$499K +$23.2K +580 +4%
DSC
600
Duncker Streett & Co
Missouri
$497K -$8.14K -204 -1%