Name Holding Trade Value Shares
Change
Change in
Stake
DAC
601
Dividend Assets Capital
South Carolina
$798K -$227K -1,125 -23%
HCM
602
Howland Capital Management
Massachusetts
$787K -$12.7K -63 -2%
CRC
603
Curi RMB Capital
Illinois
$782K -$48.2K -239 -6%
ATC
604
Argent Trust Co
Tennessee
$779K +$806 +4 +0.1%
Northwestern Mutual Wealth Management
605
Northwestern Mutual Wealth Management
Wisconsin
$776K +$28K +139 +4%
LWAC
606
Laurel Wealth Advisors (California)
California
$772K -$103K -510 -12%
FMB
607
Field & Main Bank
Kentucky
$770K +$21.2K +105 +3%
AA
608
ALPS Advisors
Colorado
$763K -$51.4K -255 -7%
MOS
609
MGO One Seven
Ohio
$761K +$351K +1,742 +95%
RMC
610
Resources Management Corp
Connecticut
$755K -$49.4K -245 -6%
WEC
611
Winslow Evans & Crocker
Massachusetts
$754K -$806 -4 -0.1%
MCM
612
Monarch Capital Management
Indiana
$753K -$23.2K -115 -3%
WWM
613
Western Wealth Management
Colorado
$753K +$41.1K +204 +6%
IWC
614
Integrated Wealth Concepts
Massachusetts
$753K +$713K +3,538 New
ZB
615
Zions Bancorporation
Utah
$751K -$51.8K -257 -7%
HPC
616
HM Payson & Co
Maine
$746K -$17.1K -85 -2%
CFB
617
Cullen/Frost Bankers
Texas
$739K +$198K +981 +39%
GP
618
Girard Partners
Pennsylvania
$737K -$139K -691 -17%
BBA
619
BLB&B Advisors
Pennsylvania
$721K -$16.9K -84 -2%
GWM
620
Geneos Wealth Management
Colorado
$721K -$5.64K -28 -0.8%
APWM
621
Atlas Private Wealth Management
New York
$720K +$681K +3,382 New
TNB
622
Thomasville National Bank
Georgia
$717K +$202 +1 +0%
LNB
623
Ledyard National Bank
$714K -$60.5K -300 -8%
EH
624
Employers Holdings
Nevada
$707K – – –
MCCP
625
Mission Creek Capital Partners
California
$702K +$665K +3,298 New