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Name Holding Trade Value Shares
Change
Change in
Stake
FHB
526
First Hawaiian Bank
Hawaii
$691K -$146K -331 -18%
CCA
527
Checchi Capital Advisers
California
$689K +$15K +34 +2%
ESBC
528
E.S. Barr & Co
Kentucky
$688K -$2.65K -6 -0.4%
FFM
529
Forum Financial Management
Illinois
$686K +$654K +1,479 New
S
530
SignatureFD
Georgia
$676K +$88.9K +201 +16%
BP
531
Ballentine Partners
Massachusetts
$670K +$443 +1 +0.1%
IC
532
IEQ Capital
California
$670K +$18.6K +42 +3%
ARMT
533
Amica Retiree Medical Trust
Rhode Island
$669K -$23.9K -54 -4%
PA
534
Parallel Advisors
California
$668K +$72.6K +164 +13%
LAM
535
L2 Asset Management
Massachusetts
$668K +$637K +1,440 New
SAM
536
Strategy Asset Managers
California
$663K -$62K -140 -9%
TFCP
537
Twin Focus Capital Partners
Massachusetts
$661K +$630K +1,424 New
CWP
538
Curated Wealth Partners
California
$654K +$8.85K +20 +1%
OTPPB
539
Ontario Teachers' Pension Plan Board
Ontario, Canada
$650K +$620K +1,401 New
BAM
540
Bayshore Asset Management
Florida
$646K +$616K +1,392 New
CQS
541
Credential Qtrade Securities
$633K -$85K -192 -12%
RFC
542
Regions Financial Corp
Alabama
$630K +$5.75K +13 +1%
1SB
543
1ST Source Bank
Indiana
$627K
SOAMC
544
Spirit of America Management Corp
New York
$626K
SPC
545
Sigma Planning Corp
Michigan
$617K +$44.7K +101 +8%
P
546
Pitcairn
Pennsylvania
$616K -$9.73K -22 -2%
KeyBank National Association
547
KeyBank National Association
Ohio
$616K +$147K +333 +33%
Assenagon Asset Management
548
Assenagon Asset Management
Luxembourg
$615K -$22.1K -50 -4%
AIM
549
Allen Investment Management
New York
$608K
CI
550
Conning Inc
Connecticut
$605K -$100K -226 -15%