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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
476
Integrated Wealth Concepts
Massachusetts
$295K -$3.65K -72 -1%
HCM
477
Highview Capital Management
Illinois
$293K
Envestnet Portfolio Solutions
478
Envestnet Portfolio Solutions
Illinois
$291K +$28.2K +557 +10%
Northwestern Mutual Wealth Management
479
Northwestern Mutual Wealth Management
Wisconsin
$285K +$129K +2,552 +79%
Janney Montgomery Scott
480
Janney Montgomery Scott
Pennsylvania
$284K +$3.45K +68 +1%
FHB
481
First Hawaiian Bank
Hawaii
$284K +$24.8K +490 +9%
SC
482
Sapient Capital
Indiana
$281K +$24K +473 +9%
HC
483
Hamilton Capital
Ohio
$277K -$1.37K -27 -0.5%
KJHP
484
K.J. Harrison & Partners
Ontario, Canada
$273K -$1.42M -28,020 -83%
JSSH
485
J. Safra Sarasin Holding
$268K +$276K +5,450 New
SMWM
486
Silvia McColl Wealth Management
California
$266K
CFB
487
Cullen/Frost Bankers
Texas
$264K +$18.1K +356 +7%
BFA
488
Beaumont Financial Advisors
Massachusetts
$261K
ACIM
489
Azimuth Capital Investment Management
Michigan
$257K +$265K +5,230 New
LWCFA
490
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257K -$337K -6,650 -57%
IWM
491
IHT Wealth Management
Illinois
$256K +$264K +5,210 New
MHC
492
Meyer Handelman Company
New York
$256K
HC
493
Henshaw Capital
Massachusetts
$252K +$260K +5,126 New
JPWM
494
Jamison Private Wealth Management
Georgia
$248K +$3.09K +61 +1%
LFM
495
LGT Fund Management
Liechtenstein
$246K +$254K +5,000 New
BIA
496
Biondo Investment Advisors
Pennsylvania
$246K
BWP
497
Baldwin Wealth Partners
Massachusetts
$246K +$25.4K +500 +11%
IA
498
IFP Advisors
Florida
$245K +$67.1K +1,324 +36%
KWS
499
Keystone Wealth Services
California
$238K +$245K +4,829 New
HAM
500
Hedges Asset Management
Nevada
$236K -$5.07K -100 -2%