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Name Holding Trade Value Shares
Change
Change in
Stake
DP
501
DDD Partners
Washington
$283K
CCM
502
Coldstream Capital Management
Washington
$282K -$579K -2,394 -67%
CNC
503
Canandaigua National Corp
New York
$277K -$968 -4 -0.3%
MA
504
MBA Advisors
Pennsylvania
$276K -$36.3K -150 -12%
LSA
505
Leonteq Securities AG
Switzerland
$274K +$34.8K +144 +15%
MME
506
Meag Munich Ergo
Germany
$271K -$86.1K -356 -24%
RG
507
Rathbones Group
United Kingdom
$267K
IIC
508
Ironwood Investment Counsel
Arizona
$267K +$48.9K +202 +22%
RT
509
Rockland Trust
Massachusetts
$266K -$111K -457 -29%
OFA
510
Oak Family Advisors
Illinois
$265K
GAM
511
Gotham Asset Management
New York
$264K -$1.32M -5,473 -83%
RC
512
RegentAtlantic Capital
New Jersey
$263K -$6.53K -27 -2%
LSPW
513
Lake Street Private Wealth
Illinois
$261K -$62.6K -259 -19%
Lido Advisors
514
Lido Advisors
California
$260K +$15K +62 +6%
HNB
515
Huntington National Bank
Ohio
$258K +$242 +1 +0.1%
QCG
516
Quadrant Capital Group
Ohio
$256K +$968 +4 +0.4%
LA
517
Legacy Advisors
Pennsylvania
$255K +$255K +1,053 New
Brown Advisory
518
Brown Advisory
Maryland
$252K +$28.1K +116 +13%
SB
519
Sunflower Bank
Texas
$247K -$19.8K -82 -7%
SC
520
Scotia Capital
Ontario, Canada
$244K +$242 +1 +0.1%
CIS
521
Connors Investor Services
Pennsylvania
$243K
CIBC World Market
522
CIBC World Market
Ontario, Canada
$243K +$27.8K +115 +13%
HWA
523
Heartwood Wealth Advisors
Virginia
$243K +$242K +1,000 New
WA
524
WestEnd Advisors
North Carolina
$242K -$242 -1 Closed
BA
525
Ballast Advisors
Minnesota
$241K