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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
676
Williams Jones Wealth Management
New York
$629K – – –
NP
677
NorthRock Partners
Minnesota
$626K -$90.3K -1,296 -13%
WPC
678
Wedmont Private Capital
Pennsylvania
$624K +$86.4K +1,240 +17%
VA
679
Vident Advisory
Georgia
$623K +$3.69K +53 +0.6%
PCG
680
Prosperity Consulting Group
Maryland
$616K +$115K +1,653 +25%
DL
681
DOHJ LLC
Washington
$608K -$16.7K -239 -3%
NG
682
Norden Group
Utah
$601K +$342K +4,906 +153%
BCA
683
Bay Colony Advisors
Massachusetts
$596K +$5.99K +86 +1%
HIC
684
Hartline Investment Corp
Illinois
$596K +$561K +8,048 New
MYLI
685
Meiji Yasuda Life Insurance
Japan
$596K +$560K +8,039 New
BP
686
Ballentine Partners
Massachusetts
$595K +$128K +1,839 +30%
QC
687
Quent Capital
New York
$595K +$24.2K +347 +5%
WTC
688
WhitTier Trust Company
Nevada
$595K +$9.76K +140 +2%
HIM
689
Hillsdale Investment Management
Ontario, Canada
$593K -$13.9K -200 -2%
WB
690
WesBanco Bank
West Virginia
$590K +$312K +4,475 +128%
IGAM
691
iA Global Asset Management
Quebec, Canada
$585K -$355K -5,092 -39%
TIAA Trust, National Association
692
TIAA Trust, National Association
North Carolina
$582K +$3.76K +54 +0.7%
Lido Advisors
693
Lido Advisors
California
$582K -$20.4K -293 -4%
PWPS
694
Pinnacle Wealth Planning Services
Ohio
$582K +$21.3K +306 +4%
CAM
695
Cidel Asset Management
Ontario, Canada
$579K +$9.2K +132 +2%
NFA
696
Northern Financial Advisors
Michigan
$578K -$70 -1 -0%
TAM
697
Trust Asset Management
Texas
$576K – – –
CTC
698
Central Trust Company
Missouri
$576K -$34.3K -492 -6%
PI
699
PFG Investments
New York
$574K +$540K +7,742 New
PWM
700
Perigon Wealth Management
California
$569K -$175K -2,516 -25%