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Name Holding Trade Value Shares
Change
Change in
Stake
PT
476
Plimoth Trust
Massachusetts
$725K -$3.53K -75 -0.5%
BOPW
477
Brandywine Oak Private Wealth
Pennsylvania
$725K +$30.4K +646 +4%
Bessemer Group
478
Bessemer Group
New Jersey
$725K +$41.8K +889 +6%
AAM
479
Advisors Asset Management
Colorado
$723K +$750K +15,949 New
CAM
480
Campion Asset Management
Virginia
$713K
BBA
481
BLB&B Advisors
Pennsylvania
$712K -$1.65K -35 -0.2%
RIA
482
Regal Investment Advisors
Michigan
$699K -$133K -2,820 -15%
LNWWM
483
Laird Norton Wetherby Wealth Management
California
$698K +$50.8K +1,080 +8%
CIBC Private Wealth Group
484
CIBC Private Wealth Group
Georgia
$691K -$3.01K -64 -0.4%
SCF
485
Sante Capital Fund
Texas
$687K +$712K +15,152 New
BEI
486
Benjamin Edwards Inc
Missouri
$683K +$245K +5,207 +53%
CCP
487
Corient Capital Partners
California
$679K -$104K -2,222 -13%
IAS
488
Investment Advisory Services
Texas
$675K
CRCM
489
Corbett Road Capital Management
Virginia
$674K +$699K +14,875 New
PA
490
Pinnacle Associates
New York
$671K +$8.79K +187 +1%
ESCM
491
Echo Street Capital Management
New York
$670K +$696K +14,794 New
MCM
492
MAI Capital Management
Ohio
$666K +$6.11K +130 +0.9%
PTP
493
Platform Technology Partners
New York
$663K +$5.27K +112 +0.8%
MGP
494
Metis Global Partners
California
$662K -$41.2K -877 -6%
GVAG
495
Great Valley Advisor Group
Delaware
$656K -$2.96K -63 -0.4%
SWM
496
SeaCrest Wealth Management
New York
$655K -$1.27K -27 -0.2%
EI
497
Ethic Inc
New York
$645K +$669K +14,240 New
EP
498
Eudaimonia Partners
Tennessee
$639K +$2.63K +56 +0.4%
IRC
499
Investors Research Corp
Georgia
$633K
SCI
500
Stableford Capital II
Arizona
$629K -$29K -617 -4%