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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
626
Brown Brothers Harriman & Co
New York
$305K -$1.72K -62 -0.5%
DA
627
Denali Advisors
California
$304K +$5.54K +200 +2%
CP
628
Capital Planning
Washington
$303K – – –
OC
629
Oppenheimer & Co
New York
$303K -$21.3K -771 -6%
SEC
630
Seven Eight Capital
New York
$302K -$2.68M -96,790 -90%
SWM
631
Selective Wealth Management
Virginia
$302K -$131K -4,750 -30%
PCA
632
Personal Capital Advisors
California
$302K -$37.9K -1,370 -11%
MAWA
633
Moss Adams Wealth Advisors
Washington
$301K +$308K +11,113 New
CT
634
Chicago Trust
Illinois
$299K -$28.6K -1,032 -9%
AAM
635
Auxier Asset Management
Oregon
$298K -$6.92K -250 -2%
CCA
636
Checchi Capital Advisers
California
$297K -$95.6K -3,453 -24%
FFG
637
Fortem Financial Group
California
$296K +$221 +8 +0.1%
WB
638
West Bancorporation
Iowa
$291K -$2.19K -79 -0.7%
BS
639
Banco Santander
Spain
$290K -$96.9K -3,500 -24%
EFI
640
EHP Funds Inc
Canada
$288K -$3.44M -124,300 -92%
LW
641
Linscomb Wealth
Texas
$287K +$296K +10,688 New
NLP
642
Next Level Private
New York
$286K – – –
BOTW
643
Bank of the West
California
$285K – – –
OPA
644
Old Port Advisors
Maine
$283K -$6.06K -219 -2%
DC
645
Davenport & Co
Virginia
$283K -$43.6K -1,574 -13%
GF
646
Gabelli Funds
New York
$282K – – –
AWAG
647
ARS Wealth Advisors Group
Florida
$282K – – –
MFG
648
Menard Financial Group
Texas
$278K – – –
PWM
649
Perigon Wealth Management
California
$276K +$284K +10,262 New
EGM
650
Engineers Gate Manager
New York
$275K -$1.46M -52,798 -84%