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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
551
Romano Brothers & Co
Illinois
$503K -$13.3K -60 -3%
NP
552
NorthRock Partners
Minnesota
$502K -$1.55K -7 -0.3%
WANY
553
Wealthspire Advisors (New York)
New York
$502K +$493K +2,219 New
NA
554
NewEdge Advisors
Louisiana
$502K -$168K -757 -25%
RJT
555
Raymond James Trust
Florida
$497K +$18.9K +85 +4%
DWM
556
Dogwood Wealth Management
Kansas
$497K +$289K +1,301 +146%
SI
557
Seeds Investor
New York
$490K -$29.1K -131 -6%
GT
558
Greenleaf Trust
Michigan
$486K +$7.99K +36 +2%
DWM
559
Diversify Wealth Management
Utah
$483K +$70.4K +317 +17%
EC
560
EntryPoint Capital
New York
$480K +$424K +1,909 +909%
NED
561
Nancy E. Dempze
$475K +$466K +2,100 New
SB
562
Strategic Blueprint
Georgia
$475K -$55.5K -250 -11%
JIC
563
Johnson Investment Counsel
Ohio
$474K -$124K -560 -21%
VC
564
Vestor Capital
Illinois
$470K
PTC
565
Private Trust Company
Ohio
$459K +$44.4K +200 +11%
GT
566
Glenview Trust
Kentucky
$453K -$14.2K -64 -3%
WAM
567
Wolverine Asset Management
Illinois
$450K
HAG
568
HighPoint Advisor Group
Illinois
$449K +$4.22K +19 +0.8%
CC
569
Centiva Capital
New York
$447K +$438K +1,975 New
CI Investments Inc
570
CI Investments Inc
Ontario, Canada
$446K +$12.7K +57 +3%
PS
571
Principal Securities
Iowa
$444K +$22.9K +103 +6%
MPCG
572
Matrix Private Capital Group
New York
$444K +$26.2K +118 +6%
LS
573
Livforsakringsbolaget Skandia
Sweden
$442K +$333K +1,502 +332%
SIM
574
Studio Investment Management
Illinois
$442K +$18K +81 +4%
RCAG
575
Rehmann Capital Advisory Group
Michigan
$441K +$18K +81 +4%