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Name Holding Trade Value Shares
Change
Change in
Stake
RE
401
RBC Europe
United Kingdom
$757K +$4.18K +15 +0.6%
V
402
Veritable
Delaware
$756K +$6.68K +24 +0.9%
AF
403
Allworth Financial
California
$755K +$8.63K +31 +1%
ECM
404
Everence Capital Management
Indiana
$755K +$718K +2,580 New
TSWM
405
Triangle Securities Wealth Management
North Carolina
$746K -$8.63K -31 -1%
BJL
406
Brighton Jones LLC
Washington
$734K -$1.95K -7 -0.3%
DAM
407
Doheny Asset Management
California
$732K
IWA
408
Intercontinental Wealth Advisors
Texas
$711K +$294K +1,055 +77%
JCM
409
Janney Capital Management
Pennsylvania
$703K
PTC
410
Private Trust Company
Ohio
$699K -$38.4K -138 -5%
HBT
411
Heartland Bank & Trust
Illinois
$693K +$9.74K +35 +2%
DC
412
Davenport & Co
Virginia
$681K +$16.1K +58 +3%
Vontobel Holding
413
Vontobel Holding
Switzerland
$680K
KeyBank National Association
414
KeyBank National Association
Ohio
$663K +$1.67K +6 +0.3%
CAN
415
Cetera Advisor Networks
California
$662K +$629K +2,261 New
FDCDDQ
416
Federation des caisses Desjardins du Quebec
Quebec, Canada
$648K -$66.3K -238 -10%
HNB
417
Huntington National Bank
Ohio
$637K -$278 -1 -0%
MCM
418
Manchester Capital Management
Vermont
$629K
PDN
419
Pensionfund DSM Netherlands
Netherlands
$615K
SMH
420
Sanders Morris Harris
Texas
$615K
EF
421
Empirical Finance
Pennsylvania
$612K +$157K +563 +37%
NB
422
Nicolet Bankshares
Wisconsin
$610K -$168K -605 -23%
AA
423
Ancora Advisors
Ohio
$607K
PGH
424
Partners Group Holding
Switzerland
$607K
IA
425
IndexIQ Advisors
New York
$597K -$17.8K -64 -3%