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Name Holding Trade Value Shares
Change
Change in
Stake
FMT
526
First Mercantile Trust
Tennessee
$677K -$596K -17,187 -46%
AP
527
Advisor Partners
California
$677K -$46.9K -1,354 -6%
ECM
528
Everence Capital Management
Indiana
$676K
BBWA
529
Bell & Brown Wealth Advisors
California
$676K +$268K +7,726 +50%
AP
530
Appleton Partners
Massachusetts
$670K
AI
531
Atria Investments
North Carolina
$669K +$43.4K +1,252 +7%
QAM
532
Quantres Asset Management
Cayman Islands
$664K -$1.98M -57,200 -74%
RJT
533
Raymond James Trust
Florida
$664K +$105K +3,025 +18%
OC
534
Oppenheimer & Co
New York
$658K -$387K -11,165 -36%
FQ
535
First Quadrant
California
$654K
LS
536
Livforsakringsbolaget Skandia
Sweden
$645K -$243K -7,000 -26%
S
537
SimplyRich
California
$645K
IFWM
538
Institute for Wealth Management
Colorado
$644K +$6.9K +199 +1%
LNWWM
539
Laird Norton Wetherby Wealth Management
California
$639K +$9.22K +266 +1%
MF
540
Magnetar Financial
Illinois
$625K -$729K -21,050 -53%
KeyBank National Association
541
KeyBank National Association
Ohio
$624K -$62.8K -1,811 -9%
RMDI
542
R.M. Davis Inc
Maine
$621K +$2.39K +69 +0.4%
CLOS
543
Compagnie Lombard Odier SCmA
Switzerland
$614K +$225K +6,500 +54%
SNT
544
Security National Trust
West Virginia
$612K +$89.1K +2,572 +16%
WIM
545
Waverton Investment Management
United Kingdom
$608K
MSFP
546
Mark Sheptoff Financial Planning
Connecticut
$605K -$3.46K -100 -0.5%
SW
547
SVB Wealth
Massachusetts
$592K
KRSITF
548
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$580K +$5.61K +162 +0.9%
Holocene Advisors
549
Holocene Advisors
New York
$579K +$608K +17,536 New
CB
550
Commerce Bank
Missouri
$554K -$25.8K -745 -4%