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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WFI
1101
West Family Investments
California
$355K +$11.3K +26 +3%
WI
1102
Wintrust Investments
Illinois
$354K
AC
1103
Alexandria Capital
Virginia
$350K +$17.3K +40 +5%
MFW
1104
Meristem Family Wealth
Minnesota
$348K +$39K +90 +12%
MIM
1105
Meridiem Investment Management
United Kingdom
$342K
ACM
1106
Avalon Capital Management
California
$340K
FNWM
1107
Financial Network Wealth Management
Utah
$340K
H
1108
HoyleCohen
California
$340K
PHS
1109
Pekin Hardy Strauss
Illinois
$340K
TI
1110
Truehand Inc
New Hampshire
$340K
TC
1111
Trust Company
Kansas
$340K
BCAM
1112
Boston Common Asset Management
Massachusetts
$340K +$2.17K +5 +0.6%
HFM
1113
Harvest Fund Management
China
$340K +$260K +600 +299%
LNB
1114
Ledyard National Bank
$340K +$347K +800 New
F
1115
F3Logic
Minnesota
$340K +$348K +803 New
SF
1116
Symphony Financial
Texas
$333K -$7.8K -18 -2%
CB
1117
CNB Bank
Pennsylvania
$333K +$49K +113 +17%
BWP
1118
BSW Wealth Partners
Colorado
$331K +$101K +232 +42%
AS
1119
Altshuler Shaham
Israel
$330K +$172K +396 +105%
CPO
1120
Cerity Partners OCIO
New York
$329K
BTWM
1121
Baker Tilly Wealth Management
Wisconsin
$329K +$13.9K +32 +4%
ALAM
1122
Asahi Life Asset Management
Japan
$327K +$334K +770 New
SNT
1123
Security National Trust
West Virginia
$326K
IFS
1124
Ifrah Financial Services
Arkansas
$323K -$4.33K -10 -1%
MC
1125
Maverick Capital
Texas
$322K -$435K -1,004 -57%