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Name Holding Trade Value Shares
Change
Change in
Stake
LCS
876
Levin Capital Strategies
New York
$430K – – –
MFA
877
Mayflower Financial Advisors
Massachusetts
$430K +$53.1K +932 +14%
HWIS
878
Hancock Whitney Investment Services
Louisiana
$430K +$432K +7,577 New
BCP
879
Berkeley Capital Partners
Georgia
$428K +$58.8K +1,031 +16%
BBNA
880
Bremer Bank National Association
Minnesota
$425K -$627 -11 -0.1%
QCM
881
Quest Capital Management
Texas
$424K +$11.6K +204 +3%
CT
882
Chicago Trust
Illinois
$421K -$38.3K -672 -8%
Freestone Capital Holdings
883
Freestone Capital Holdings
Washington
$421K +$50.3K +882 +13%
UIA
884
UBP Investment Advisors
Switzerland
$420K +$7.13K +125 +2%
TFM
885
TFC Financial Management
Massachusetts
$419K -$22.8K -400 -5%
Ingalls & Snyder LLC
886
Ingalls & Snyder LLC
New York
$418K – – –
MCP
887
Mirador Capital Partners
California
$417K +$419K +7,356 New
Level Four Advisory Services
888
Level Four Advisory Services
Texas
$415K -$194K -3,410 -32%
GM
889
GeoWealth Management
Illinois
$415K +$5.99K +105 +1%
ST
890
Spinnaker Trust
Maine
$415K +$42.5K +745 +11%
ML
891
McAdam LLC
Pennsylvania
$414K +$5.42K +95 +1%
HA
892
Herold Advisors
New York
$412K -$2.96K -52 -0.7%
RIA
893
Richwood Investment Advisors
Ohio
$411K +$413K +7,245 New
CGL
894
Clarius Group LLC
Washington
$409K -$1.65K -29 -0.4%
Arkadios Wealth Advisors
895
Arkadios Wealth Advisors
Georgia
$406K +$25.3K +443 +7%
SOAMC
896
Spirit of America Management Corp
New York
$402K – – –
TC
897
Titleist Capital
Texas
$401K +$403K +7,076 New
LGT Group Foundation
898
LGT Group Foundation
Liechtenstein
$397K +$399K +7,000 New
RWA
899
Ropes Wealth Advisors
Massachusetts
$396K -$181K -3,168 -31%
CWP
900
CFM Wealth Partners
Texas
$396K – – –