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Name Holding Trade Value Shares
Change
Change in
Stake
WG
851
Welch Group
Alabama
$586K +$73.6K +17,760 +14%
VAS
852
Vestmark Advisory Solutions
Massachusetts
$585K -$89.4K -21,560 -13%
CAG
853
Crestwood Advisors Group
Massachusetts
$576K +$393K +94,760 +208%
MC
854
Machina Capital
France
$576K +$581K +140,240 New
HPC
855
HM Payson & Co
Maine
$575K +$580K +140,040 New
MFG
856
Merit Financial Group
Georgia
$572K +$32.3K +7,800 +6%
CS
857
Comerica Securities
Michigan
$567K +$23.7K +5,720 +4%
FHB
858
First Hawaiian Bank
Hawaii
$567K +$271K +65,360 +90%
IDBONY
859
Israel Discount Bank of New York
New York
$566K +$45.6K +11,000 +9%
SBSB
860
Sullivan, Bruyette, Speros & Blaney
Virginia
$562K +$23.4K +5,640 +4%
PFS
861
Physicians Financial Services
North Carolina
$558K +$286K +69,000 +103%
VSWA
862
Vontobel Swiss Wealth Advisors
Switzerland
$558K +$564K +136,000 New
JFA
863
Johanson Financial Advisors
California
$556K -$14.1K -3,400 -2%
SW
864
SVB Wealth
Massachusetts
$553K +$31.3K +7,560 +6%
PP
865
Patten & Patten
Tennessee
$553K +$110K +26,600 +25%
CPC
866
Cookson Peirce & Co
Pennsylvania
$544K +$30.7K +7,400 +6%
ED
867
Exane Derivatives
France
$544K +$124K +30,040 +29%
PC
868
PointState Capital
New York
$542K -$647K -156,000 -54%
MSAM
869
Moloney Securities Asset Management
Missouri
$537K +$28.3K +6,840 +6%
FI
870
FormulaFolio Investments
Michigan
$537K +$278K +66,960 +105%
IWS
871
Insight Wealth Strategies
California
$536K +$127K +30,600 +31%
BCWM
872
Blue Chip Wealth Management
Florida
$535K +$95.5K +23,040 +21%
CF
873
Centaurus Financial
California
$534K -$631K -152,360 -54%
PWM
874
PRW Wealth Management
Massachusetts
$534K +$50.7K +12,240 +10%
SCM
875
Stonebridge Capital Management
California
$529K -$109K -26,200 -17%