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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
701
Northwestern Mutual Wealth Management
Wisconsin
$614K +$928 +20 +0.2%
LOAME
702
Lombard Odier Asset Management (Europe)
United Kingdom
$613K – – –
EWM
703
Evercore Wealth Management
New York
$607K -$306K -6,598 -35%
IFWM
704
Institute for Wealth Management
Colorado
$605K +$576K +12,422 New
MWM
705
Mission Wealth Management
California
$604K -$5.2K -112 -0.9%
AWA
706
Arete Wealth Advisors
Illinois
$599K -$24.1K -519 -4%
Fuller & Thaler Asset Management
707
Fuller & Thaler Asset Management
California
$588K – – –
LNB
708
Ledyard National Bank
$587K -$15.6K -337 -3%
EM
709
ELCO Management
New York
$582K -$6.77K -146 -1%
TMAM
710
Tokio Marine Asset Management
Japan
$577K -$180K -3,890 -25%
BHWM
711
Bar Harbor Wealth Management
New Hampshire
$575K -$71.6K -1,543 -12%
PBO
712
Peoples Bank (Ohio)
Ohio
$573K -$4.68K -101 -0.9%
SC
713
Savant Capital
Illinois
$570K +$10.2K +219 +2%
GCA
714
Gideon Capital Advisors
New York
$562K +$532K +11,474 New
FVCM
715
F&V Capital Management
Florida
$558K – – –
LBA
716
Letko, Brosseau & Associates
Quebec, Canada
$552K – – –
SGCA
717
Steel Grove Capital Advisors
Tennessee
$552K +$523K +11,282 New
BA
718
Bridgewater Associates
Connecticut
$545K +$516K +11,126 New
BWAM
719
Boyd Watterson Asset Management
Ohio
$540K -$138K -2,980 -21%
SSA
720
Schonfeld Strategic Advisors
New York
$540K +$511K +11,012 New
FM
721
Forward Management
California
$531K +$2.13K +46 +0.4%
ASN
722
Advisory Services Network
Georgia
$531K +$83.1K +1,791 +20%
UF
723
Univest Financial
Pennsylvania
$527K +$499K +10,753 New
AGA
724
Accuvest Global Advisors
Utah
$519K +$59.9K +1,292 +14%
FAN
725
Financial Advisors Network
California
$510K +$34.6K +746 +8%