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Name Holding Trade Value Shares
Change
Change in
Stake
IC
626
Intersect Capital
California
$482K +$10.1K +422 +2%
MWM
627
Madison Wealth Management
Ohio
$479K -$6.89K -288 -1%
EWA
628
Encompass Wealth Advisors
Oregon
$479K – – –
SYBT
629
Stock Yards Bank & Trust
Kentucky
$478K +$25K +1,044 +6%
LCP
630
Legacy Capital Partners
Wisconsin
$477K -$4.31K -180 -0.9%
AWM
631
AE Wealth Management
Kansas
$476K -$91.7K -3,832 -17%
HCP
632
Holt Capital Partners
Texas
$469K – – –
SFO
633
Standard Family Office
South Dakota
$468K -$76.6K -3,200 -15%
GWM
634
GSB Wealth Management
Connecticut
$467K +$444K +18,566 New
RE
635
RBC Europe
United Kingdom
$465K +$341K +14,250 +334%
AWM
636
Aberdeen Wealth Management
Illinois
$464K -$8.66K -362 -2%
EH
637
Employers Holdings
Nevada
$464K – – –
IA
638
IndexIQ Advisors
New York
$461K +$55.5K +2,318 +14%
WS
639
Wedbush Securities
California
$459K +$16.7K +698 +4%
LA
640
LVW Advisors
New York
$458K +$159K +6,640 +57%
CCM
641
Carlson Capital Management
Minnesota
$454K +$17.3K +722 +4%
HTC
642
Haverford Trust Company
Pennsylvania
$452K -$1.05K -44 -0.2%
GC
643
Giverny Capital
Quebec, Canada
$450K – – –
SEC
644
Seven Eight Capital
New York
$449K – – –
RCA
645
Resonant Capital Advisors
Wisconsin
$445K -$6.84K -286 -2%
RT
646
Rockland Trust
Massachusetts
$445K +$94.7K +3,960 +29%
GJCM
647
Grand Jean Capital Management
California
$443K – – –
AC
648
Allstate Corporation
Illinois
$441K -$77.8K -3,252 -16%
BAIA
649
Bel Air Investment Advisors
California
$435K +$414K +17,300 New
MC
650
Moors & Cabot
Massachusetts
$433K -$77.9K -3,256 -16%