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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
1201
YorkBridge Wealth Partners
New York
$774K +$781K +9,524 New
CC
1202
Cipher Capital
New York
$772K -$7.89M -96,215 -91%
BTNA
1203
Bremer Trust National Association
Minnesota
$772K -$16.6K -203 -2%
QI
1204
Quotient Investors
New York
$772K
BA
1205
Bristol Advisors
Pennsylvania
$772K +$754K +9,200 New
GT
1206
Greenleaf Trust
Michigan
$768K +$273K +3,334 +57%
SMC
1207
Smith, Moore & Co
Missouri
$763K +$82 +1 +0%
CFA
1208
Carroll Financial Associates
North Carolina
$758K -$20.7K -253 -3%
SFG
1209
SevenBridge Financial Group
Pennsylvania
$756K
AM
1210
Account Management
Massachusetts
$756K
WIC
1211
Whitegate Investment Counselors
New Hampshire
$749K
CS
1212
Comerica Securities
Michigan
$743K +$72.4K +883 +11%
PAM
1213
Premier Asset Management
Illinois
$734K
GI
1214
Gradient Investments
Minnesota
$734K +$45.8K +559 +7%
FWM
1215
Focused Wealth Management
New York
$726K
ZB
1216
Zions Bancorporation
Utah
$726K
KIA
1217
KCM Investment Advisors
California
$724K -$8.2K -100 -1%
LC
1218
LCNB Corp
Ohio
$722K +$705K +8,602 New
RCAG
1219
Rehmann Capital Advisory Group
Michigan
$720K -$48.7K -594 -6%
CHAM
1220
Clear Harbor Asset Management
Connecticut
$717K
WA
1221
WFG Advisors
Texas
$709K -$50.4K -615 -7%
Westfield Capital Management
1222
Westfield Capital Management
Massachusetts
$707K
AF
1223
Aldebaran Financial
$705K
OC
1224
Oakworth Capital
Alabama
$704K -$3.03K -37 -0.4%
NPC
1225
National Planning Corporation
California
$703K -$10.7K -131 -2%