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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
751
Congress Wealth Management
Massachusetts
$580K +$144K +762 +32%
MRCM
752
M&R Capital Management
New Jersey
$579K +$29K +153 +5%
TI
753
Trexquant Investment
Connecticut
$577K -$31.3M -165,197 -98%
ZIMP
754
Zimmermann Investment Management & Planning
Pennsylvania
$577K -$25.6K -135 -4%
OC
755
Oakworth Capital
Alabama
$573K
IWM
756
IHT Wealth Management
Illinois
$570K +$125K +661 +28%
UCFA
757
United Capital Financial Advisors
Texas
$567K +$576K +3,040 New
BP
758
Ballentine Partners
Massachusetts
$566K -$185K -977 -24%
UF
759
Univest Financial
Pennsylvania
$565K
SIA
760
Soltis Investment Advisors
Utah
$565K +$54.2K +286 +10%
Nomura Holdings
761
Nomura Holdings
Japan
$564K +$573K +3,026 New
PDL
762
Portfolio Design Labs
California
$560K +$569K +3,004 New
AIMCA
763
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$559K
FNA
764
First National Advisers
Nebraska
$559K
LC
765
Lincoln Capital
Nebraska
$559K +$189 +1 +0%
SSB
766
Sandy Spring Bank
Maryland
$558K
WPC
767
Waters Parkerson & Co
Louisiana
$557K
CT
768
Caldwell Trust
Florida
$557K
FHB
769
First Hawaiian Bank
Hawaii
$551K -$8.53K -45 -1%
DWA
770
Douglass Winthrop Advisors
New York
$550K -$53.8K -284 -9%
EWA
771
EP Wealth Advisors
California
$546K -$1.4M -7,393 -72%
NAM
772
NorthCrest Asset Manangement
Minnesota
$545K -$36.9K -195 -6%
CCMW
773
Cypress Capital Management (Wyoming)
Wyoming
$545K -$75.8K -400 -12%
WAM
774
Weatherly Asset Management
California
$542K
HJGA
775
Hardman Johnston Global Advisors
Connecticut
$541K