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Name Holding Trade Value Shares
Change
Change in
Stake
WP
476
WealthSource Partners
California
$433K -$15K -288 -4%
BDS
477
Banco de Sabadell
Florida
$433K +$34.3K +660 +9%
MAM
478
Mystic Asset Management
Rhode Island
$433K +$409K +7,869 New
GT
479
Glenview Trust
Kentucky
$432K – – –
DWT
480
Dorsey & Whitney Trust
South Dakota
$431K +$83.5K +1,605 +26%
CAM
481
Columbia Asset Management
Michigan
$430K -$35.3K -679 -8%
DSN
482
D. Scott Neal
Kentucky
$430K -$18.4K -353 -4%
BLC
483
Brown, Lisle/Cummings
Rhode Island
$429K +$405K +7,782 New
CHJWM
484
Carlton Hofferkamp & Jenks Wealth Management
Texas
$427K -$32.9K -633 -8%
CIA
485
Cohen Investment Advisors
New Hampshire
$427K +$3.28K +63 +0.8%
Barclays
486
Barclays
United Kingdom
$424K -$2.53M -48,651 -86%
GT
487
Greenleaf Trust
Michigan
$420K +$120K +2,311 +44%
CG
488
Colony Group
Massachusetts
$418K +$395K +7,590 New
FTDI
489
First Trust Direct Indexing
Massachusetts
$416K +$34K +654 +9%
SWMP
490
Signature Wealth Management Partners
New Jersey
$414K -$83.2K -1,600 -18%
HNWAG
491
High Net Worth Advisory Group
Florida
$414K +$390K +7,502 New
NB
492
NBT Bank
New York
$412K -$29.1K -560 -7%
LNB
493
Ledyard National Bank
$412K -$12.5K -240 -3%
CAM
494
Cresset Asset Management
Illinois
$412K +$5.25K +101 +1%
JWM
495
Jeppson Wealth Management
California
$411K – – –
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$410K +$44.3K +851 +13%
QPWM
497
Quadrant Private Wealth Management
Pennsylvania
$408K -$8.48K -163 -2%
IFWM
498
Institute for Wealth Management
Colorado
$408K -$8.38K -161 -2%
CSB
499
City State Bank
Iowa
$407K +$384K +7,383 New
BCM
500
Bluefin Capital Management
New York
$406K -$38.3K -736 -9%