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Name Holding Trade Value Shares
Change
Change in
Stake
AT
551
Arden Trust
Delaware
$588K -$3.15K -85 -0.5%
BWA
552
BDO Wealth Advisors
Florida
$586K +$64K +1,725 +12%
ZCA
553
Zeke Capital Advisors
Pennsylvania
$585K -$39.8K -1,071 -6%
Bessemer Group
554
Bessemer Group
New Jersey
$585K +$37.2K +1,001 +7%
BBWA
555
Bell & Brown Wealth Advisors
California
$575K +$565K +15,229 New
PTC
556
Private Trust Company
Ohio
$571K +$10.4K +280 +2%
FMWA
557
Forvis Mazars Wealth Advisors
Missouri
$569K +$58.8K +1,583 +12%
KI
558
Koch Industries
Kansas
$565K +$110K +2,953 +25%
SNT
559
Security National Trust
West Virginia
$559K +$5.01K +135 +0.9%
Northwestern Mutual Wealth Management
560
Northwestern Mutual Wealth Management
Wisconsin
$557K +$4.71K +127 +0.9%
IFS
561
Ifrah Financial Services
Arkansas
$555K -$197K -5,298 -26%
ACP
562
Ashfield Capital Partners
California
$552K -$8.24K -222 -1%
GT
563
Greenleaf Trust
Michigan
$551K -$2.82K -76 -0.5%
SB
564
Suntrust Banks
Georgia
$546K -$79.7K -2,148 -13%
CFA
565
Camarda Financial Advisors
Florida
$545K -$54.8K -1,476 -9%
WPC
566
White Pine Capital
Minnesota
$543K -$14.8K -400 -3%
MIH
567
Madison Investment Holdings
Wisconsin
$535K -$594 -16 -0.1%
TCOV
568
Trust Company of Vermont
Vermont
$524K -$1.49K -40 -0.3%
VDFA
569
Vickerman & Driscoll Financial Advisors
Washington
$521K +$513K +13,815 New
TAM
570
Tiverton Asset Management
Delaware
$520K +$511K +13,773 New
DS
571
DRW Securities
Illinois
$514K +$505K +13,608 New
SLF
572
Sun Life Financial
Ontario, Canada
$512K -$193K -5,202 -28%
CC
573
Cedar Capital
Illinois
$509K +$130K +3,493 +35%
RIM
574
Rampart Investment Management
Connecticut
$507K -$11.2K -303 -2%
BWM
575
Buckley Wealth Management
Nevada
$506K +$497K +13,395 New