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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
551
YorkBridge Wealth Partners
New York
$776K +$19.3K +116 +3%
PCM
552
Parsons Capital Management
Rhode Island
$775K – – –
ZB
553
Zions Bancorporation
Utah
$774K -$242K -1,457 -25%
LNB
554
Ledyard National Bank
$773K -$112K -675 -13%
CCMD
555
Cypress Capital Management (Delaware)
Delaware
$764K -$99.7K -600 -12%
WS
556
Wedbush Securities
California
$744K +$27.7K +167 +4%
FCI
557
Financial Counselors Inc
Kansas
$740K -$432K -2,600 -38%
WAM
558
Wealthspire Advisors (Maryland)
Maryland
$725K +$372K +2,239 +119%
CAM
559
Cresset Asset Management
Illinois
$723K +$117K +706 +21%
FAM
560
Formidable Asset Management
Ohio
$706K +$2.1M +12,631 New
CAM
561
Costello Asset Management
Pennsylvania
$704K – – –
SRAM
562
Stone Ridge Asset Management
New York
$702K -$1.61M -9,700 -71%
KIA
563
KCM Investment Advisors
California
$692K -$1.89M -11,375 -74%
Northwestern Mutual Wealth Management
564
Northwestern Mutual Wealth Management
Wisconsin
$692K -$117K -707 -15%
WJA
565
Williams Jones & Associates
New York
$687K -$39K -235 -6%
BBA
566
BLB&B Advisors
Pennsylvania
$679K -$17.9K -108 -3%
TSW
567
Thompson Siegel & Walmsley
Virginia
$672K – – –
WCM
568
Whitener Capital Management
North Carolina
$661K +$625K +3,760 New
P
569
Pitcairn
Pennsylvania
$650K -$6.15K -37 -1%
BMC
570
Benin Management Corp
Connecticut
$647K -$49.8K -300 -8%
Wealthfront Advisers
571
Wealthfront Advisers
California
$646K -$30.6K -184 -5%
ONB
572
Old National Bancorp
Indiana
$634K -$313K -1,886 -34%
SGI
573
Summit Global Investments
Utah
$630K +$595K +3,580 New
CWM
574
Cordatus Wealth Management
Pennsylvania
$626K +$45.2K +272 +8%
WWM
575
Western Wealth Management
Colorado
$624K +$166 +1 +0%