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Name Holding Trade Value Shares
Change
Change in
Stake
KF
576
Krilogy Financial
Missouri
$589K +$539K +5,540 New
BBL
577
Beck Bode LLC
Massachusetts
$588K +$538K +5,528 New
GT
578
Greenleaf Trust
Michigan
$579K +$5.45K +56 +1%
FT
579
Fiduciary Trust
Massachusetts
$574K +$37K +380 +8%
CG
580
Colony Group
Massachusetts
$569K -$16K -164 -3%
HCA
581
Harbour Capital Advisors
Virginia
$553K – – –
SHFA
582
SC&H Financial Advisors
Maryland
$552K -$7.78K -80 -2%
MCWS
583
McKinley Carter Wealth Services
West Virginia
$552K -$3.11K -32 -0.6%
KPWS
584
Kestra Private Wealth Services
Texas
$550K -$184K -1,888 -27%
LNWWM
585
Laird Norton Wetherby Wealth Management
California
$539K +$4.28K +44 +0.9%
PCM
586
Parsons Capital Management
Rhode Island
$534K +$10.5K +108 +2%
AIA
587
Avalon Investment & Advisory
Texas
$534K +$488K +5,020 New
GWSG
588
GPS Wealth Strategies Group
Colorado
$533K +$8.17K +84 +2%
TWP
589
Total Wealth Planning
Ohio
$532K +$486K +5,000 New
BBI
590
Baxter Bros Inc
Connecticut
$529K – – –
BCV
591
Banque Cantonale Vaudoise
Switzerland
$523K -$1.17K -12 -0.2%
CTC
592
Central Trust Company
Missouri
$522K +$172K +1,768 +56%
TSS
593
Two Sigma Securities
New York
$520K +$475K +4,888 New
AF
594
Allworth Financial
California
$518K +$11.3K +116 +2%
MCM
595
McMillion Capital Management
North Carolina
$510K – – –
MAM
596
Meeder Asset Management
Ohio
$509K +$466K +4,788 New
PA
597
Parallel Advisors
California
$508K -$13.6K -140 -3%
AWM
598
Aberdeen Wealth Management
Illinois
$504K – – –
MCM
599
MAI Capital Management
Ohio
$502K -$927K -9,528 -67%
AG
600
AIA Group
Hong Kong
$501K +$148K +1,520 +48%