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Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
476
Squar Milner Financial Services
California
$179K +$172K +3,944 New
OFW
477
Omnia Family Wealth
Florida
$177K – – –
KLWA
478
Kelly Lawrence W & Associates
California
$174K -$215K -4,950 -56%
FMLI
479
Fukoku Mutual Life Insurance
Japan
$164K – – –
VFA
480
Valeo Financial Advisors
Indiana
$163K +$56K +1,287 +56%
PCTC
481
Perkins Coie Trust Company
Washington
$155K – – –
Bessemer Group
482
Bessemer Group
New Jersey
$154K -$51.7K -1,188 -26%
WAM
483
Wealthspire Advisors (Maryland)
Maryland
$149K -$1.39K -32 -1%
HCA
484
Heck Capital Advisors
Wisconsin
$143K +$4.83K +111 +4%
BBHC
485
Brown Brothers Harriman & Co
New York
$140K -$32.7K -751 -20%
BMM
486
Buffington Mohr McNeal
Idaho
$140K +$134K +3,075 New
SWA
487
Sutton Wealth Advisors
Florida
$140K +$914 +21 +0.7%
EWM
488
Endurance Wealth Management
Rhode Island
$136K – – –
FA
489
Fortis Advisors
Pennsylvania
$136K – – –
PI
490
PineBridge Investments
New York
$135K -$2.3M -52,832 -95%
HNB
491
Huntington National Bank
Ohio
$127K -$36.1K -830 -23%
RA
492
Rational Advisors
New York
$127K +$30.8K +707 +34%
SCM
493
Silvant Capital Management
Georgia
$122K – – –
MCM
494
Manchester Capital Management
Vermont
$119K +$40.5K +930 +55%
SWM
495
SeaCrest Wealth Management
New York
$118K -$14.2K -327 -11%
JCM
496
Jacobi Capital Management
Pennsylvania
$117K -$4.57K -105 -4%
PA
497
Parallel Advisors
California
$117K +$27.8K +638 +33%
CAM
498
Columbia Asset Management
Michigan
$117K +$112K +2,574 New
VCM
499
Vigilant Capital Management
Maine
$116K – – –
ARMT
500
Amica Retiree Medical Trust
Rhode Island
$109K – – –