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Name Holding Trade Value Shares
Change
Change in
Stake
4WM
526
44 Wealth Management
Oregon
$685K +$689K +5,525 New
GT
527
Greenleaf Trust
Michigan
$684K +$43.2K +346 +7%
RWP
528
RWA Wealth Partners
Massachusetts
$683K -$5.49K -44 -0.8%
KLWA
529
Kelly Lawrence W & Associates
California
$682K – – –
PAS
530
Park Avenue Securities
New York
$671K +$168K +1,345 +33%
BP
531
Ballentine Partners
Massachusetts
$668K -$23.8K -191 -3%
SEC
532
Seven Eight Capital
New York
$657K +$661K +5,295 New
BWM
533
BerganKDV Wealth Management
Minnesota
$650K +$4.74K +38 +0.7%
PA
534
Parallel Advisors
California
$633K +$34.1K +273 +6%
AFA
535
AllGen Financial Advisors
Florida
$631K -$10.3M -82,455 -94%
MSAM
536
Moloney Securities Asset Management
Missouri
$618K +$12.4K +99 +2%
GC
537
Gilbert & Cook
Iowa
$612K -$33.4K -268 -5%
EMG
538
ETF Managers Group
New Jersey
$612K +$625K +5,010 New
SCM
539
Stevens Capital Management
Pennsylvania
$600K -$556K -4,453 -48%
WS
540
Wedbush Securities
California
$599K -$2.87K -23 -0.5%
PMAS
541
PNC Managed Account Solutions
Texas
$599K +$603K +4,833 New
HIM
542
Hillsdale Investment Management
Ontario, Canada
$594K +$598K +4,790 New
PVH
543
Psagot Value Holdings
Israel
$591K -$1.75K -14 -0.3%
OPPTF
544
OPSEU Pension Plan Trust Fund
Ontario, Canada
$587K -$7.49K -60 -1%
BCM
545
Bayesian Capital Management
New York
$583K +$586K +4,700 New
DWA
546
Douglass Winthrop Advisors
New York
$574K – – –
SCM
547
Silvant Capital Management
Georgia
$554K -$52.8K -423 -9%
S
548
Seeyond
France
$553K +$2.5K +20 +0.4%
MF
549
Magnetar Financial
Illinois
$549K +$230K +1,845 +71%
RMC
550
Resources Management Corp
Connecticut
$542K -$36.2K -290 -6%