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Name Holding Trade Value Shares
Change
Change in
Stake
BP
576
Ballentine Partners
Massachusetts
$420K +$55.1K +648 +15%
NQWM
577
Northwest Quadrant Wealth Management
Oregon
$419K +$12.4K +146 +3%
IWC
578
Integrated Wealth Concepts
Massachusetts
$419K +$5.7K +67 +1%
LA
579
LBP AM
France
$416K -$172K -2,017 -29%
IFG
580
Independent Financial Group
California
$414K +$49.3K +580 +14%
Wolverine Trading
581
Wolverine Trading
Illinois
$412K +$413K +4,851 New
MFG
582
Merit Financial Group
Georgia
$409K +$50.1K +589 +14%
MAWA
583
Moss Adams Wealth Advisors
Washington
$405K – – –
CAM
584
Close Asset Management
United Kingdom
$402K – – –
HAIM
585
Hunter Associates Investment Management
Pennsylvania
$402K – – –
VFA
586
Valeo Financial Advisors
Indiana
$401K +$37.3K +439 +10%
IPAM
587
ICICI Prudential Asset Management
India
$395K +$93.4K +1,098 +31%
MCM
588
MAI Capital Management
Ohio
$390K -$13.4K -158 -3%
Bank Julius Baer & Co
589
Bank Julius Baer & Co
Switzerland
$390K -$219K -2,571 -36%
FFM
590
Forum Financial Management
Illinois
$389K – – –
EBA
591
Eagle Bay Advisors
New York
$386K +$313K +3,683 +431%
SDWMA
592
Schneider Downs Wealth Management Advisors
Pennsylvania
$383K – – –
FB
593
Fulton Bank
Pennsylvania
$378K -$12.3K -145 -3%
IAIM
594
International Assets Investment Management
Florida
$376K +$162K +1,909 +76%
ACA
595
Aptus Capital Advisors
Alabama
$374K +$169K +1,985 +82%
HC
596
Hamilton Capital
Ohio
$369K +$7.31K +86 +2%
SC
597
Scotia Capital
Ontario, Canada
$369K +$44.8K +527 +14%
QCG
598
Quadrant Capital Group
Ohio
$358K +$340 +4 +0.1%
GA
599
Geller Advisors
New York
$356K +$25.3K +297 +8%
CP
600
Capital Planning
Washington
$354K – – –