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Name Holding Trade Value Shares
Change
Change in
Stake
GT
601
Greenleaf Trust
Michigan
$513K -$62.7K -215 -11%
UH
602
Unigestion Holding
Switzerland
$512K -$39.9K -137 -7%
H
603
HoyleCohen
California
$510K +$583 +2 +0.1%
GWM
604
Geneos Wealth Management
Colorado
$503K +$232K +795 +85%
SAM
605
Summit Asset Management
Tennessee
$502K
AB
606
Atlas Brown
Kentucky
$502K +$29.1K +100 +6%
WPC
607
Wedmont Private Capital
Pennsylvania
$500K -$32.9K -113 -6%
WC
608
Winmill & Co
New Hampshire
$496K
CT
609
Cambridge Trust
Massachusetts
$490K -$62.4K -214 -11%
FIA
610
Foundations Investment Advisors
Arizona
$485K +$282K +969 +140%
GFP
611
Gryphon Financial Partners
Ohio
$480K +$4.66K +16 +1%
FFS
612
Founders Financial Securities
Maryland
$478K +$477K +1,637 New
SIG
613
Stonegate Investment Group
Alabama
$473K +$151K +517 +47%
SCA
614
Snowden Capital Advisors
New York
$472K -$109K -375 -19%
II
615
Inspire Investing
Idaho
$469K -$16.9K -58 -3%
AIS
616
American Investment Services
Massachusetts
$464K
DI
617
DFPG Investments
Utah
$459K +$218K +748 +91%
WT
618
Whittier Trust
California
$459K -$32.1K -110 -7%
HBT
619
Heartland Bank & Trust
Illinois
$456K -$41.7K -143 -8%
BFC
620
Blue Fin Capital
Rhode Island
$455K -$1.17K -4 -0.3%
RWM
621
Ritholtz Wealth Management
New York
$451K -$1.12M -3,850 -71%
GCM
622
Gallacher Capital Management
Colorado
$450K +$38.5K +132 +9%
RA
623
RFG Advisory
Alabama
$450K +$93K +319 +26%
CTA
624
Chesley Taft & Associates
Illinois
$449K -$2.33K -8 -0.5%
TPCW
625
TD Private Client Wealth
New York
$449K +$253K +868 +130%