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Name Holding Trade Value Shares
Change
Change in
Stake
NAM
376
NTV Asset Management
West Virginia
$602K -$16.1K -320 -3%
SA
377
Strategic Advisors
New York
$600K -$80.3K -1,600 -12%
NB
378
NBT Bank
New York
$600K -$4.01K -80 -0.7%
RHBC
379
R.H. Bluestein & Co
Michigan
$600K – – –
CAM
380
Cozad Asset Management
Illinois
$595K +$7.23K +144 +1%
GF
381
Gabelli Funds
New York
$594K +$54.2K +1,080 +10%
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$593K +$10.5K +209 +2%
DWT
383
Dorsey & Whitney Trust
South Dakota
$593K +$22.6K +451 +4%
FFS
384
Founders Financial Securities
Maryland
$577K -$104K -2,064 -15%
GT
385
Greenleaf Trust
Michigan
$577K -$46.9K -935 -7%
PAS
386
Park Avenue Securities
New York
$575K +$17.7K +353 +3%
CCA
387
Checchi Capital Advisers
California
$571K -$24.1K -480 -4%
EWA
388
EP Wealth Advisors
California
$569K +$571K +11,382 New
ONST
389
Old North State Trust
North Carolina
$567K – – –
APC
390
Aspire Private Capital
North Carolina
$566K -$93.6K -1,865 -14%
AP
391
Advisor Partners
California
$563K -$27.3K -544 -5%
SLT
392
St Louis Trust
Missouri
$556K – – –
BBHC
393
Brown Brothers Harriman & Co
New York
$553K +$58.4K +1,164 +12%
Alyeska Investment Group
394
Alyeska Investment Group
Illinois
$541K +$542K +10,811 New
TWA
395
TCI Wealth Advisors
Arizona
$539K -$130K -2,583 -19%
TW
396
TrinityPoint Wealth
Connecticut
$536K -$461K -9,183 -47%
RIM
397
Redwood Investment Management
Arizona
$532K +$78.8K +1,571 +17%
TAIM
398
TD Ameritrade Investment Management
Nebraska
$531K +$103K +2,053 +24%
CA
399
Calton & Associates
Florida
$527K -$65.7K -1,309 -11%
BW
400
Bison Wealth
Georgia
$526K +$99.7K +1,987 +23%