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Name Holding Trade Value Shares
Change
Change in
Stake
CFN
576
Cordasco Financial Network
Florida
$507K
WP
577
WMS Partners
Maryland
$505K +$19.1K +295 +4%
YP
578
Yellowstone Partners
Idaho
$505K +$223K +3,443 +81%
GVT
579
Genesee Valley Trust
New York
$500K -$1.03K -16 -0.2%
LC
580
Loews Corp
New York
$498K
CLOS
581
Compagnie Lombard Odier SCmA
Switzerland
$498K +$29.9K +462 +6%
TAM
582
Tocqueville Asset Management
New York
$495K -$20.8K -321 -4%
ACM
583
Alethea Capital Management
Washington
$493K -$51.7K -800 -10%
LIC
584
Lodestar Investment Counsel
Illinois
$493K -$8.41K -130 -2%
AAS
585
Annex Advisory Services
Wisconsin
$492K +$5.11K +79 +1%
HBT
586
Hills Bank & Trust
Iowa
$488K -$791K -12,240 -62%
CAS
587
Cue Advisory Services
Arizona
$477K +$3.75K +58 +0.8%
WA
588
Winfield Associates
Ohio
$476K
SIA
589
SeaBridge Investment Advisors
New Jersey
$469K
HIC
590
Holderness Investments Company
North Carolina
$462K
NL
591
NWAM LLC
Washington
$458K -$24.8K -383 -5%
WIA
592
Westbourne Investment Advisors
Maryland
$456K -$90.5K -1,400 -17%
SI
593
SII Investments
Wisconsin
$456K -$14.3K -221 -3%
AI
594
ArchPoint Investors
Florida
$452K
AP
595
Advisor Partners
California
$450K +$36.1K +558 +9%
P
596
Pitcairn
Pennsylvania
$449K -$590K -9,127 -57%
ECM
597
Element Capital Management
New York
$449K +$171K +2,645 +63%
NB
598
Nicolet Bankshares
Wisconsin
$442K +$33.3K +515 +8%
W
599
Wealthfront
California
$438K +$47.5K +735 +12%
CIA
600
Choate Investment Advisors
Massachusetts
$432K -$27.2K -421 -6%