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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
826
West Oak Capital
California
$478K +$367K +4,105 +498%
BP
827
Ballentine Partners
Massachusetts
$475K +$19.6K +220 +5%
OL
828
Optas LLC
Texas
$473K +$61.6K +690 +16%
DA
829
DSC Advisors
Illinois
$472K +$113K +1,260 +35%
FT
830
Fiduciary Trust
Massachusetts
$469K -$11.2K -125 -3%
PWM
831
Perigon Wealth Management
California
$468K +$48.7K +545 +13%
TAM
832
Trust Asset Management
Texas
$468K +$194K +2,170 +82%
PIA
833
Perennial Investment Advisors
California
$467K +$44.7K +500 +12%
SCA
834
Spearhead Capital Advisors
Florida
$466K -$78.6K -880 -15%
IWC
835
Integrated Wealth Concepts
Massachusetts
$463K -$26.3K -295 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
836
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$463K +$104K +1,160 +32%
BMC
837
Beaton Management Company
Massachusetts
$461K +$11.2K +125 +3%
PFWA
838
Paces Ferry Wealth Advisors
Georgia
$460K +$424K +4,745 New
MA
839
Mutual Advisors
Nebraska
$458K +$37.5K +420 +10%
CAM
840
Concorde Asset Management
Michigan
$455K +$119K +1,335 +32%
AF
841
Affiance Financial
Minnesota
$450K
RA
842
RFG Advisory
Alabama
$447K +$43.8K +490 +12%
WA
843
WBH Advisory
Maryland
$439K
BWM
844
BT Wealth Management
Georgia
$437K +$402K +4,500 New
RFC
845
Regions Financial Corp
Alabama
$436K +$11.2K +125 +3%
SAM
846
Silvercrest Asset Management
New York
$425K +$391K +4,380 New
PFG
847
PAX Financial Group
Texas
$421K +$23.7K +265 +6%
VI
848
Versor Investments
New York
$420K -$105K -1,180 -21%
GC
849
Gilbert & Cook
Iowa
$419K +$386K +4,320 New
IP
850
Interval Partners
New York
$417K -$747K -8,360 -66%