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Name Holding Trade Value Shares
Change
Change in
Stake
IPC
526
Independent Portfolio Consultants
Florida
$651K -$353K -10,859 -36%
MSFP
527
Mark Sheptoff Financial Planning
Connecticut
$647K +$33 +1 +0%
CWM
528
Concert Wealth Management
California
$646K -$2.6K -80 -0.4%
DADC
529
D.A. Davidson & Co
Montana
$633K -$89.2K -2,744 -13%
CFA
530
Camarda Financial Advisors
Florida
$633K +$613K +18,849 New
LCM
531
Landscape Capital Management
New Jersey
$630K +$610K +18,771 New
1SB
532
1ST Source Bank
Indiana
$626K -$21.3K -654 -3%
WIM
533
Waverton Investment Management
United Kingdom
$618K
BAM
534
Berkshire Asset Management
Pennsylvania
$616K -$25.8K -793 -4%
CPA
535
Clear Perspective Advisors
Illinois
$612K -$66.7K -2,050 -10%
GIA
536
GHP Investment Advisors
Colorado
$606K +$11.2K +345 +2%
LMAM
537
Legg Mason Asset Management
Japan
$605K -$42.3K -1,300 -7%
CIA
538
Choate Investment Advisors
Massachusetts
$599K +$975 +30 +0.2%
OAC
539
OMERS Administration Corp
Ontario, Canada
$584K
W
540
Wealthfront
California
$584K +$145K +4,474 +35%
KI
541
Koch Industries
Kansas
$582K +$269K +8,268 +91%
TMAM
542
Tokio Marine Asset Management
Japan
$562K -$152K -4,678 -22%
FB
543
Fulton Bank
Pennsylvania
$550K +$205K +6,301 +63%
SW
544
SVB Wealth
Massachusetts
$549K -$91K -2,800 -15%
P
545
Pitcairn
Pennsylvania
$548K -$16.4K -505 -3%
AT
546
Arden Trust
Delaware
$542K -$448K -13,789 -46%
AA
547
ALPS Advisors
Colorado
$540K +$523K +16,098 New
BWP
548
Baldwin Wealth Partners
Massachusetts
$539K -$226K -6,964 -30%
LPT
549
Legacy Private Trust
Wisconsin
$530K -$411K -12,628 -44%
BFM
550
Boothbay Fund Management
New York
$530K -$206K -6,343 -29%