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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
676
Edmond de Rothschild Holding
Switzerland
$95K +$29.3K +1,000 +47%
HIIFS
677
Harel Insurance Investments & Financial Services
Israel
$90K +$88K +3,000 New
ZB
678
Zions Bancorporation
Utah
$89K +$8.19K +279 +10%
BWM
679
BerganKDV Wealth Management
Minnesota
$80K – – –
SQA
680
Simon Quick Advisors
New Jersey
$80K +$68.9K +2,348 +762%
CAW
681
Cornerstone Advisors (Washington)
Washington
$76K +$26.8K +914 +57%
PCG
682
Private Capital Group
Connecticut
$75K +$27K +920 +58%
NFG
683
Next Financial Group
Texas
$73K -$64.4K -2,196 -48%
SWM
684
Sugarloaf Wealth Management
Georgia
$71K -$12.6K -430 -15%
PCM
685
Pinz Capital Management
New York
$69K +$67.5K +2,300 New
AP
686
Arlington Partners
Alabama
$67K – – –
WAP
687
Wealthcare Advisory Partners
Pennsylvania
$66K -$7.01K -239 -10%
SBL
688
Sargent Bickham Lagudis
Colorado
$66K -$5.84K -199 -8%
WT
689
Whittier Trust
California
$66K +$6.93K +236 +12%
AT
690
Arden Trust
Delaware
$66K +$63.9K +2,176 New
FDCDDQ
691
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.3K -$2.08M -70,814 -97%
AAP
692
Arax Advisory Partners
Colorado
$64K – – –
APA
693
American Portfolios Advisors
New York
$63.4K -$307K -10,458 -83%
AIC
694
Ayalon Insurance Company
Israel
$62K +$59.9K +2,040 New
SIAP
695
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$60K -$58.7K -2,000 -50%
FPFS
696
First Personal Financial Services
North Carolina
$60K -$1.32K -45 -2%
NPP
697
New Potomac Partners
Maryland
$60K – – –
EP
698
Eudaimonia Partners
Tennessee
$58K -$22.6K -769 -28%
AIC
699
Ameritas Investment Company
Nebraska
$55K +$675 +23 +1%
MHR
700
Matthew Hamilton Rosenberg
$54K +$52.1K +1,776 New