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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
551
Private Trust Company
Ohio
$291K -$25.7K -237 -8%
VFM
552
Vision Financial Markets
Connecticut
$284K +$217 +2 +0.1%
GT
553
Glenview Trust
Kentucky
$283K -$1.63K -15 -0.5%
FC
554
FCA Corp
Texas
$282K
FRA
555
Frank Rimerman Advisors
California
$282K +$304K +2,800 New
SL
556
Summitry LLC
California
$280K
AF
557
Allworth Financial
California
$277K +$170K +1,565 +132%
VWM
558
Venturi Wealth Management
Texas
$275K +$15.4K +142 +5%
BA
559
Bridgewater Advisors
New York
$269K -$72K -664 -20%
PPC
560
Park Place Capital
Alabama
$267K -$7.7K -71 -3%
JIC
561
Johnson Investment Counsel
Ohio
$266K -$65K -599 -19%
TFS
562
Thoroughbred Financial Services
Tennessee
$264K -$268K -2,472 -49%
CA
563
Clearstead Advisors
Ohio
$262K +$119K +1,097 +73%
OWA
564
One Wealth Advisors
California
$262K
SFA
565
Sequoia Financial Advisors
Ohio
$261K +$21.2K +195 +8%
Bessemer Group
566
Bessemer Group
New Jersey
$261K -$13K -120 -4%
HCM
567
Howland Capital Management
Massachusetts
$260K +$18.1K +167 +7%
HSBC Holdings
568
HSBC Holdings
United Kingdom
$259K +$30.8K +284 +12%
BFA
569
Beaumont Financial Advisors
Massachusetts
$259K +$4.23K +39 +2%
SMH
570
Sanders Morris Harris
Texas
$258K
ZIG
571
Zuckerman Investment Group
Illinois
$258K +$542 +5 +0.2%
PI
572
PFG Investments
New York
$257K -$16.4K -151 -6%
BCM
573
Brookstone Capital Management
Illinois
$257K -$12.5K -115 -4%
RCG
574
Regatta Capital Group
California
$256K +$4.77K +44 +2%
IC
575
IEQ Capital
California
$256K +$275K +2,534 New