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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
676
Johnson Investment Counsel
Ohio
$592K +$4.63K +74 +0.8%
GVAG
677
Great Valley Advisor Group
Delaware
$588K +$10.5K +167 +2%
SC
678
Syon Capital
California
$585K +$249K +3,986 +82%
9WM
679
9258 Wealth Management
Ohio
$582K -$6.07K -97 -1%
NIM
680
NEOS Investment Management
Connecticut
$582K +$130K +2,074 +31%
IIM
681
Intact Investment Management
Quebec, Canada
$582K +$113K +1,800 +26%
IFWM
682
Institute for Wealth Management
Colorado
$569K +$13.6K +218 +3%
EWM
683
Empirical Wealth Management
Washington
$569K +$9.01K +144 +2%
CFB
684
Cullen/Frost Bankers
Texas
$568K +$250 +4 +0%
AF
685
Allworth Financial
California
$566K +$133K +2,120 +33%
NB
686
NBT Bank
New York
$565K +$33.8K +540 +7%
WJWM
687
Williams Jones Wealth Management
New York
$561K – – –
DL
688
DOHJ LLC
Washington
$559K -$194K -3,107 -27%
VA
689
Vident Advisory
Georgia
$553K +$54.2K +866 +12%
CTC
690
Central Trust Company
Missouri
$546K -$9.2K -147 -2%
PSP
691
Principal Street Partners
Tennessee
$545K -$15.2K -243 -3%
HIM
692
Hillsdale Investment Management
Ontario, Canada
$542K +$501K +8,000 +4,000%
SWM
693
SeaCrest Wealth Management
New York
$539K +$23.5K +375 +5%
Lido Advisors
694
Lido Advisors
California
$539K +$103K +1,639 +25%
PTC
695
Private Trust Company
Ohio
$531K +$51.4K +822 +11%
BCA
696
Bay Colony Advisors
Massachusetts
$527K -$2.13K -34 -0.4%
EA
697
Everpar Advisors
Oklahoma
$525K +$496K +7,932 New
WTC
698
WhitTier Trust Company
Nevada
$521K -$106K -1,686 -18%
FIM
699
Freedom Investment Management
Connecticut
$520K +$31.5K +504 +7%
NFA
700
Northern Financial Advisors
Michigan
$516K – – –