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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
601
Legacy Financial Advisors
Kentucky
$540K +$22K +580 +4%
CCP
602
Corient Capital Partners
California
$539K +$12.1K +319 +2%
SW
603
SlateStone Wealth
Florida
$537K +$17.8K +470 +3%
IA
604
IFG Advisory
Georgia
$536K -$213K -5,613 -28%
KPCM
605
Kings Point Capital Management
New York
$536K -$9.84K -259 -2%
DWT
606
Dorsey & Whitney Trust
South Dakota
$536K +$25.9K +683 +5%
TD Asset Management
607
TD Asset Management
Ontario, Canada
$534K -$22.8K -600 -4%
RGC
608
Roberts, Glore & Co
Illinois
$534K +$47.5K +1,250 +10%
LWCFA
609
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$532K -$17.2K -454 -3%
CAM
610
Cresset Asset Management
Illinois
$531K +$15.8K +415 +3%
PP
611
Palladium Partners
Virginia
$529K -$455K -11,975 -46%
GIA
612
GHP Investment Advisors
Colorado
$528K
MWP
613
MYCIO Wealth Partners
Pennsylvania
$524K +$19.7K +518 +4%
FIB
614
First Interstate Bank
Montana
$523K
RPC
615
Rossmore Private Capital
Connecticut
$521K -$41.8K -1,100 -7%
FC
616
FCA Corp
Texas
$521K
BBVA
617
Banco Bilbao Vizcaya Argentaria
Spain
$520K +$524K +13,792 New
FM
618
Foster & Motley
Ohio
$518K +$48.6K +1,281 +10%
HSA
619
HBK Sorce Advisory
Pennsylvania
$516K +$49.3K +1,298 +10%
FMB
620
Field & Main Bank
Kentucky
$509K +$110K +2,885 +27%
FMT
621
First Mercantile Trust
Tennessee
$508K -$186K -4,904 -27%
BNP Paribas Financial Markets
622
BNP Paribas Financial Markets
France
$507K -$651K -17,143 -56%
RCA
623
Reitz Capital Advisors
Michigan
$504K -$51.2K -1,349 -9%
ECA
624
Elevated Capital Advisors
Utah
$503K +$506K +13,332 New
Bank of Nova Scotia
625
Bank of Nova Scotia
Ontario, Canada
$502K -$297K -7,811 -37%