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Name Holding Trade Value Shares
Change
Change in
Stake
PA
626
Parallel Advisors
California
$472K +$108K +5,558 +27%
SFSG
627
Sound Financial Strategies Group
Mississippi
$469K +$500K +25,821 New
CCC
628
Chelsea Counsel Company
California
$469K -$981K -50,643 -66%
DWT
629
Dorsey & Whitney Trust
South Dakota
$464K +$147K +7,603 +42%
CCM
630
Coldstream Capital Management
Washington
$461K +$89K +4,594 +22%
FT
631
Fiduciary Trust
Massachusetts
$458K -$25K -1,290 -5%
ET
632
Equitable Trust
Tennessee
$456K
EM
633
ELCO Management
New York
$451K
PL
634
Perpetual Ltd
Australia
$450K +$479K +24,728 New
AWG
635
Altus Wealth Group
Colorado
$449K +$147K +7,600 +44%
AAM
636
Auxier Asset Management
Oregon
$446K -$54.6K -2,816 -10%
BF
637
BOK Financial
Oklahoma
$446K -$11.4K -591 -2%
WF
638
Welch & Forbes
Massachusetts
$444K
TG
639
TCW Group
California
$441K -$12.1M -624,725 -96%
GCM
640
Graham Capital Management
Connecticut
$440K +$469K +24,215 New
FHA
641
First Horizon Advisors
Tennessee
$438K +$79K +4,076 +20%
FCM
642
Fourpath Capital Management
Oklahoma
$433K -$15.8K -814 -3%
GAM
643
Griffin Asset Management
New York
$431K -$943K -48,668 -67%
GWP
644
Gen-Wealth Partners
Michigan
$431K +$60.1K +3,103 +15%
SW
645
SVB Wealth
Massachusetts
$428K +$184K +9,517 +68%
DAM
646
DLD Asset Management
New York
$425K +$453K +23,399 New
MYIA
647
Mount Yale Investment Advisors
Colorado
$425K -$85.3K -4,404 -16%
SFA
648
Sequoia Financial Advisors
Ohio
$423K -$27.7K -1,428 -6%
SC
649
Steph & Co
Wisconsin
$422K -$28.8K -1,489 -6%
CIA
650
Concurrent Investment Advisors
Florida
$420K +$447K +23,079 New