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Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
501
Vontobel Holding
Switzerland
$648K +$642K +4,342 New
Avidian Wealth Enterprises
502
Avidian Wealth Enterprises
Texas
$639K +$32.6K +220 +6%
DI
503
Diligent Investors
California
$636K -$3.7K -25 -0.6%
HighPoint Advisor Group
504
HighPoint Advisor Group
Illinois
$634K +$191K +1,294 +44%
Macquarie Group
505
Macquarie Group
Australia
$629K -$878K -5,934 -59%
WAM
506
World Asset Management
Michigan
$629K -$26.8K -181 -4%
KRSITF
507
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$629K +$39.5K +267 +7%
Welch & Forbes
508
Welch & Forbes
Massachusetts
$627K – – –
BCV
509
Banque Cantonale Vaudoise
Switzerland
$626K -$419K -2,834 -41%
Cullen/Frost Bankers
510
Cullen/Frost Bankers
Texas
$626K -$4.59K -31 -0.7%
PTC
511
Private Trust Company
Ohio
$626K +$296K +2,000 +95%
HBK Sorce Advisory
512
HBK Sorce Advisory
Pennsylvania
$621K -$34.5K -233 -5%
BS
513
Boenning & Scattergood
Pennsylvania
$620K -$13.2K -89 -2%
IP
514
Intellectus Partners
California
$619K +$602K +4,065 New
Sigma Planning Corp
515
Sigma Planning Corp
Michigan
$618K +$18.8K +127 +3%
APA
516
American Portfolios Advisors
New York
$615K -$655K -4,425 -52%
Bank Julius Baer & Co
517
Bank Julius Baer & Co
Switzerland
$614K -$266K -1,800 -31%
Ethic Inc
518
Ethic Inc
New York
$610K +$128K +866 +28%
FAM
519
Formidable Asset Management
Ohio
$609K – – –
GFA
520
Gifford Fong Associates
California
$609K – – –
GSBTD
521
Glenview State Bank Trust Department
Illinois
$609K – – –
PWS
522
Private Wealth Strategies
Ohio
$609K – – –
QOP
523
Quinn Opportunity Partners
Virginia
$609K – – –
Davenport & Co
524
Davenport & Co
Virginia
$609K +$186K +1,256 +46%
FI
525
FormulaFolio Investments
Michigan
$609K +$591K +3,996 New