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Name Holding Trade Value Shares
Change
Change in
Stake
CT
651
Caldwell Trust
Florida
$164K – – –
PS
652
Principal Securities
Iowa
$155K +$19.1K +45 +15%
LS
653
Livforsakringsbolaget Skandia
Sweden
$155K +$127K +300 +811%
S
654
SignatureFD
Georgia
$138K -$15.7K -37 -11%
EWA
655
EverSource Wealth Advisors
Alabama
$137K +$2.97K +7 +2%
HNB
656
Huntington National Bank
Ohio
$134K +$28K +66 +29%
T
657
TOBAM
France
$124K -$25.5K -60 -18%
PTC
658
Private Trust Company
Ohio
$124K -$77.7K -183 -40%
PA
659
Parallel Advisors
California
$122K -$16.6K -39 -13%
MA
660
MCF Advisors
Kentucky
$121K -$8.49K -20 -7%
MG
661
Mather Group
Illinois
$121K -$127K -298 -53%
GRP
662
Global Retirement Partners
California
$120K +$6.37K +15 +6%
CLOS
663
Compagnie Lombard Odier SCmA
Switzerland
$120K +$110K +260 New
FCM
664
Fourpath Capital Management
Oklahoma
$119K +$110K +259 New
FHA
665
First Horizon Advisors
Tennessee
$116K -$1.7K -4 -2%
CAL
666
Capital Advisors Ltd
Ohio
$111K – – –
AA
667
Addison Advisors
Vermont
$103K – – –
PS
668
Planned Solutions
California
$101K +$93.4K +220 New
BTI
669
Blue Trust Inc
Georgia
$93.1K +$37.8K +89 +64%
AAP
670
Arax Advisory Partners
Colorado
$92.9K +$1.27K +3 +2%
NIMI
671
Natixis Investment Managers International
France
$88.3K – – –
PPC
672
Park Place Capital
Alabama
$86K +$4.67K +11 +6%
Swedbank
673
Swedbank
Sweden
$85.1K – – –
WT
674
Washington Trust
Rhode Island
$85.1K – – –
IAIM
675
International Assets Investment Management
Florida
$84.6K +$78.1K +184 New