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Name Holding Trade Value Shares
Change
Change in
Stake
IEQ Capital
676
IEQ Capital
California
$591K +$2.22K +43 +0.4%
Quilter Plc
677
Quilter Plc
United Kingdom
$589K -$45.6K -884 -8%
Ballentine Partners
678
Ballentine Partners
Massachusetts
$588K -$54.3K -1,051 -9%
SC
679
Schulhoff & Co
Ohio
$586K -$10.6K -206 -2%
KCM
680
Kanawha Capital Management
Virginia
$585K +$13.2K +256 +2%
NAM
681
NTV Asset Management
West Virginia
$578K -$75.7K -1,466 -12%
Laird Norton Wetherby Wealth Management
682
Laird Norton Wetherby Wealth Management
California
$578K +$111K +2,142 +26%
IndexIQ Advisors
683
IndexIQ Advisors
New York
$576K +$536K +10,376 New
HRT Financial
684
HRT Financial
New York
$575K +$535K +10,369 New
HighPoint Advisor Group
685
HighPoint Advisor Group
Illinois
$572K +$522K +10,109 New
JWCA
686
J.W. Coons Advisors
Ohio
$568K – – –
LIM
687
Longfellow Investment Management
Massachusetts
$568K +$528K +10,227 New
CC
688
Courier Capital
New York
$563K +$5.58K +108 +1%
NNP
689
Nachman Norwood & Parrott
South Carolina
$560K -$47.3K -917 -8%
BMC
690
Beaton Management Company
Massachusetts
$556K – – –
LOAME
691
Lombard Odier Asset Management (Europe)
United Kingdom
$556K +$112K +2,165 +28%
JWM
692
Jupiter Wealth Management
Colorado
$555K +$516K +10,000 New
OA
693
Oxbow Advisors
Texas
$548K -$15.2K -294 -3%
GFA
694
Gifford Fong Associates
California
$545K – – –
CS
695
Comerica Securities
Michigan
$543K -$8.16K -158 -2%
Foundations Investment Advisors
696
Foundations Investment Advisors
Arizona
$539K -$467K -9,047 -49%
PFSC
697
Peoples Financial Services Corp
Pennsylvania
$538K – – –
Buckingham Strategic Wealth
698
Buckingham Strategic Wealth
Missouri
$538K +$70.9K +1,374 +17%
Bridges Investment Management
699
Bridges Investment Management
Nebraska
$536K -$541K -10,470 -52%
SWMP
700
Signature Wealth Management Partners
New Jersey
$536K +$499K +9,656 New