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Name Holding Trade Value Shares
Change
Change in
Stake
UBP
626
Union Bancaire Privee
Switzerland
$500K +$33.4K +798 +7%
AWM
627
Axxcess Wealth Management
California
$498K +$15.5K +371 +4%
CCA
628
Checchi Capital Advisers
California
$497K +$35.1K +839 +8%
VCA
629
Verdence Capital Advisors
Maryland
$496K +$166K +3,971 +58%
Bessemer Group
630
Bessemer Group
New Jersey
$494K +$39K +933 +10%
AWA
631
AmeriServ Wealth Advisors
Pennsylvania
$494K -$10.1K -242 -2%
BBPWM
632
Blue Bell Private Wealth Management
Pennsylvania
$494K – – –
PFS
633
Prospera Financial Services
Texas
$493K -$109K -2,610 -20%
PCIA
634
Prime Capital Investment Advisors
Kansas
$490K +$98.1K +2,346 +28%
CAM
635
Carret Asset Management
New York
$490K +$36.2K +865 +9%
CLOS
636
Compagnie Lombard Odier SCmA
Switzerland
$485K -$91.8K -2,195 -17%
WC
637
Waterloo Capital
Texas
$482K +$437K +10,452 New
BG
638
Bollard Group
Massachusetts
$480K +$3.55K +85 +0.8%
CTC
639
Central Trust Company
Missouri
$479K – – –
FCP
640
Fidelis Capital Partners
Florida
$479K +$48.6K +1,163 +13%
SWP
641
Significant Wealth Partners
Illinois
$478K -$2.93K -70 -0.7%
JIC
642
Johnson Investment Counsel
Ohio
$477K +$23K +550 +6%
WA
643
WBH Advisory
Maryland
$473K +$3.6K +86 +0.8%
NSEDCP
644
NJ State Employees Deferred Compensation Plan
New Jersey
$470K – – –
HTC
645
Haverford Trust Company
Pennsylvania
$469K -$41.6K -996 -9%
CIA
646
ClearBridge Investments (Australia)
Australia
$468K +$128K +3,058 +43%
CAM
647
Costello Asset Management
Pennsylvania
$467K -$5.02K -120 -1%
CI
648
Cigna Investments
Connecticut
$467K -$5.22K -125 -1%
AFW
649
Avantra Family Wealth
Pennsylvania
$467K +$45.7K +1,094 +12%
SF
650
Synovus Financial
Georgia
$463K +$9.74K +233 +2%