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Name Holding Trade Value Shares
Change
Change in
Stake
ST
501
Sabal Trust
Florida
$226K
CCA
502
Checchi Capital Advisers
California
$225K -$12.3K -59 -5%
PNC
503
Park National Corp
Ohio
$223K -$62.4K -300 -21%
P
504
&Partners
Tennessee
$223K
Capstone Investment Advisors
505
Capstone Investment Advisors
New York
$223K +$153K +733 +201%
MWM
506
Meridian Wealth Management
Kentucky
$222K +$3.75K +18 +2%
APW
507
Austin Private Wealth
Texas
$217K
GWM
508
GSB Wealth Management
Connecticut
$217K
Voloridge Investment Management
509
Voloridge Investment Management
Florida
$213K +$219K +1,052 New
BB
510
Busey Bank
Illinois
$213K -$1.46K -7 -0.7%
EHC
511
Everett Harris & Co
California
$213K
EI
512
Ellevest Inc
New York
$212K -$109K -523 -33%
EWM
513
Endurance Wealth Management
Rhode Island
$211K
DILIC
514
Dai-ichi Life Insurance Company
Japan
$210K
Northwestern Mutual Wealth Management
515
Northwestern Mutual Wealth Management
Wisconsin
$210K -$1.25K -6 -0.6%
SFI
516
Siemens Fonds Invest
Germany
$206K -$3.54K -17 -2%
FH
517
FWG Holdings
Florida
$204K +$210K +1,008 New
HCM
518
Howland Capital Management
Massachusetts
$204K +$209K +1,006 New
FWCM
519
Ferguson Wellman Capital Management
Oregon
$204K +$209K +1,004 New
CG
520
Clarus Group
Texas
$203K +$208K +1,000 New
GT
521
Glenview Trust
Kentucky
$203K +$208K +1,000 New
NFG
522
Nadler Financial Group
Illinois
$203K +$208K +1,000 New
WTB
523
Washington Trust Bank
Washington
$203K +$208K +1,000 New
IAIM
524
International Assets Investment Management
Florida
$203K -$41.6M -199,777 -100%
IAA
525
Independent Advisor Alliance
North Carolina
$201K +$206K +991 New