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Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
551
Hunter Associates Investment Management
Pennsylvania
$811K – – –
BP
552
Ballentine Partners
Massachusetts
$795K +$25.4K +210 +3%
IA
553
Insight Advisors
Pennsylvania
$793K -$11.1K -92 -1%
Vontobel Holding
554
Vontobel Holding
Switzerland
$780K -$198K -1,637 -20%
Envestnet Portfolio Solutions
555
Envestnet Portfolio Solutions
Illinois
$773K -$586K -4,845 -42%
DWM
556
Dakota Wealth Management
Florida
$773K -$45.1K -373 -5%
BBA
557
Baader Bank Aktiengesellschaft
Germany
$768K +$805K +6,660 New
NB
558
NBT Bank
New York
$760K +$2.3K +19 +0.3%
SLI
559
Sumitomo Life Insurance
Japan
$759K +$25.5K +211 +3%
HCM
560
Howard Capital Management
Georgia
$757K -$2.11M -17,444 -73%
SAM
561
Sompo Asset Management
Japan
$753K – – –
IWC
562
Integrated Wealth Concepts
Massachusetts
$747K +$396K +3,274 +102%
MOS
563
MGO One Seven
Ohio
$743K +$19.6K +162 +3%
BF
564
Baring Financial
Washington
$735K +$1.09K +9 +0.1%
CIA
565
Choate Investment Advisors
Massachusetts
$733K – – –
CCA
566
Checchi Capital Advisers
California
$729K +$78.1K +646 +11%
LSC
567
Lesa Sroufe & Co
Washington
$726K +$760K +6,290 New
PFA
568
Pure Financial Advisors
California
$724K +$758K +6,269 New
CFB
569
Cullen/Frost Bankers
Texas
$722K -$10.1M -83,334 -93%
BWA
570
Basecamp Wealth Advisors
Washington
$719K – – –
NA
571
NewEdge Advisors
Louisiana
$710K +$6.41K +53 +0.9%
GWM
572
Gilpin Wealth Management
Colorado
$709K -$30.6K -253 -4%
FFA
573
First Foundation Advisors
California
$694K +$846 +7 +0.1%
WIA
574
World Investment Advisors
California
$691K -$50.4K -417 -7%
CIA
575
Capital Investment Advisors
Georgia
$687K +$109K +901 +18%