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Name Holding Trade Value Shares
Change
Change in
Stake
PTP
551
Platform Technology Partners
New York
$856K – – –
NL
552
NVWM LLC
Pennsylvania
$855K +$128K +492 +19%
GT
553
Greenleaf Trust
Michigan
$849K +$9.6K +37 +1%
PDN
554
Pensionfund DSM Netherlands
Netherlands
$846K – – –
SCI
555
S&CO Inc
Massachusetts
$846K – – –
Wealthfront Advisers
556
Wealthfront Advisers
California
$830K +$163K +629 +27%
FB
557
Fulton Bank
Pennsylvania
$826K +$105K +403 +16%
DFG
558
Demars Financial Group
Washington
$802K -$74.5K -287 -9%
NFG
559
Next Financial Group
Texas
$799K +$62.3K +240 +9%
MCA
560
Magnolia Capital Advisors
Mississippi
$792K +$3.37K +13 +0.5%
WF
561
Welch & Forbes
Massachusetts
$790K – – –
AWM
562
AE Wealth Management
Kansas
$789K -$2.71M -10,454 -79%
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$779K +$26.5K +102 +4%
WSCM
564
Wellington Shields Capital Management
New York
$775K – – –
AP
565
Advisor Partners
California
$771K -$14.8K -57 -2%
IWC
566
Integrated Wealth Concepts
Massachusetts
$769K -$1.3K -5 -0.2%
V
567
Veritable
Delaware
$768K +$23.4K +90 +3%
KA
568
Kerrisdale Advisers
Florida
$760K -$41.6M -160,217 -98%
EAMA
569
EFG Asset Management (Americas)
Florida
$760K -$56.1K -216 -7%
YIH
570
Y-Intercept (HK)
Hong Kong
$756K +$695K +2,678 New
LWM
571
Lyell Wealth Management
California
$733K – – –
SIC
572
Salem Investment Counselors
North Carolina
$731K +$461K +1,777 +218%
GCC
573
Guardian Capital (Canada)
Ontario, Canada
$728K +$8.3K +32 +1%
SB
574
Strategic Blueprint
Georgia
$728K +$10.6K +41 +2%
VCM
575
Virtue Capital Management
Tennessee
$724K -$20.5K -79 -3%