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Name Holding Trade Value Shares
Change
Change in
Stake
WIL
451
Winifred I. Li
$148K – – –
RFA
452
Reilly Financial Advisors
California
$148K +$181 +1 +0.1%
NFG
453
Next Financial Group
Texas
$147K -$124K -683 -46%
BCP
454
Blue Chip Partners
Michigan
$142K +$139K +766 New
PHK
455
Point72 Hong Kong
Hong Kong
$140K +$137K +757 New
CTC
456
Central Trust Company
Missouri
$130K – – –
AF
457
Allworth Financial
California
$130K +$127K +703 New
VFA
458
Virtus Fund Advisers
Connecticut
$124K – – –
RP
459
Rowlandmiller & Partners
Georgia
$124K +$122K +673 New
MPWT
460
MassMutual Private Wealth & Trust
Connecticut
$121K +$118K +654 New
BAM
461
Barrett Asset Management
New York
$120K – – –
HNB
462
Huntington National Bank
Ohio
$114K +$111K +615 New
W
463
Wealthfront
California
$113K +$22.3K +123 +25%
SNT
464
Security National Trust
West Virginia
$107K – – –
VCM
465
Vigilant Capital Management
Maine
$102K +$45.3K +250 +83%
WA
466
WFG Advisors
Texas
$99K -$49.4K -273 -34%
Northwestern Mutual Wealth Management
467
Northwestern Mutual Wealth Management
Wisconsin
$89K +$32.9K +182 +62%
KTC
468
Kistler-Tiffany Companies
Pennsylvania
$86K – – –
SC
469
Saturna Capital
Washington
$83K – – –
GAM
470
Gemmer Asset Management
California
$79K – – –
CAL
471
Capital Advisors Ltd
Ohio
$76K – – –
WTB
472
Washington Trust Bank
Washington
$72K – – –
AIM
473
Advantage Investment Management
Iowa
$72K +$72.4K +400 New
MCM
474
Manchester Capital Management
Vermont
$70K – – –
HRC
475
Hoertkorn Richard Charles
$66K – – –