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Name Holding Trade Value Shares
Change
Change in
Stake
CW
526
Connectus Wealth
Ohio
$578K +$675K +10,410 New
WG
527
Welch Group
Alabama
$576K
BAS
528
Brown Advisory Securities
Maryland
$571K -$329K -5,080 -33%
SCA
529
Snowden Capital Advisors
New York
$565K +$171K +2,633 +35%
IC
530
IEQ Capital
California
$564K -$41.9K -646 -6%
BCM
531
Birch Capital Management
Texas
$564K -$478K -7,378 -42%
KA
532
Kovack Advisors
Florida
$563K +$166K +2,567 +34%
JIC
533
Johnson Investment Counsel
Ohio
$560K +$25K +386 +4%
AIA
534
Arbor Investment Advisors
North Carolina
$555K
DWA
535
Douglass Winthrop Advisors
New York
$555K
WHRC
536
W.H. Reaves & Co
New Jersey
$555K
HDIM
537
Hanson & Doremus Investment Management
Vermont
$551K -$56.1K -865 -8%
SP
538
Symmetry Partners
Connecticut
$545K
SWM
539
SeaCrest Wealth Management
New York
$534K -$87.5K -1,350 -12%
SW
540
SVB Wealth
Massachusetts
$533K +$622K +9,593 New
Luther King Capital Management (LKCM)
541
Luther King Capital Management (LKCM)
Texas
$527K +$165K +2,548 +37%
PFPT
542
Pinnacle Financial Partners (Tennessee)
Tennessee
$527K +$389K +6,000 +171%
Vontobel Holding
543
Vontobel Holding
Switzerland
$523K -$30.2K -466 -5%
CCP
544
Corient Capital Partners
California
$523K -$29.5K -455 -5%
CT
545
Chicago Trust
Illinois
$522K +$121K +1,860 +25%
EIA
546
Edgemoor Investment Advisors
Maryland
$521K -$6.48K -100 -1%
OPS
547
Orion Portfolio Solutions
Nebraska
$517K -$51.9K -801 -8%
Bessemer Group
548
Bessemer Group
New Jersey
$517K +$209K +3,218 +53%
SEC
549
Seven Eight Capital
New York
$511K +$55K +848 +10%
LP
550
LMR Partners
United Kingdom
$511K +$597K +9,215 New