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Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
576
Patton Albertson Miller Group
Tennessee
$886K – – –
FNBT
577
FineMark National Bank & Trust
Florida
$881K -$19.4K -110 -2%
IWC
578
Integrated Wealth Concepts
Massachusetts
$876K +$642K +3,650 +240%
CM
579
Capula Management
Cayman Islands
$866K +$899K +5,110 New
CPIG
580
Chicago Partners Investment Group
Illinois
$852K -$9.68K -55 -1%
HFM
581
Hartford Financial Management
Connecticut
$851K – – –
AF
582
Ally Financial
Michigan
$847K – – –
IIM
583
Intact Investment Management
Quebec, Canada
$846K – – –
9WM
584
9258 Wealth Management
Ohio
$835K +$352 +2 +0%
PVWM
585
Point View Wealth Management
New Jersey
$831K – – –
WTC
586
WhitTier Trust Company
Nevada
$826K -$20.4K -116 -2%
AAIM
587
American Assets Investment Management
California
$825K – – –
IIM
588
Ipswich Investment Management
Massachusetts
$825K – – –
MFG
589
MidWestOne Financial Group
Iowa
$816K -$67.9K -386 -7%
NAM
590
North American Management
Massachusetts
$812K – – –
PLFAM
591
Pineno Levin & Ford Asset Management
Virginia
$812K – – –
CHAM
592
Clear Harbor Asset Management
Connecticut
$812K – – –
TCOO
593
Trust Company of Oklahoma
Oklahoma
$807K +$838K +4,761 New
DT
594
Diversified Trust
Tennessee
$805K +$231K +1,313 +38%
FVWA
595
Foster Victor Wealth Advisors
South Carolina
$805K +$498K +2,832 +147%
PAM
596
Paradigm Asset Management
New York
$805K -$141K -800 -14%
JIC
597
Johnson Investment Counsel
Ohio
$802K +$22K +125 +3%
GCMG
598
Gyroscope Capital Management Group
Florida
$801K +$130K +741 +19%
AWM
599
Aries Wealth Management
Maine
$800K -$21.3K -121 -2%
RCM
600
Radnor Capital Management
Pennsylvania
$800K – – –