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Name Holding Trade Value Shares
Change
Change in
Stake
KACA
501
Kayne Anderson Capital Advisors
California
$232K
AW
502
Alpha Windward
Massachusetts
$232K +$3.94K +72 +2%
IWA
503
Intercontinental Wealth Advisors
Texas
$231K +$217K +3,972 New
NIC
504
Northwest Investment Counselors
Oregon
$229K
Brown Advisory
505
Brown Advisory
Maryland
$229K +$215K +3,922 New
BP
506
Ballentine Partners
Massachusetts
$226K -$190K -3,480 -47%
BTNA
507
Bremer Trust National Association
Minnesota
$226K -$190K -3,468 -47%
CPSAC
508
Chas P. Smith & Associates (CPS)
Florida
$226K
EWA
509
EP Wealth Advisors
California
$224K -$6.34K -116 -3%
PP
510
Paloma Partners
Connecticut
$222K -$2.68M -48,928 -93%
FBT
511
First Bankers Trust
Kentucky
$222K
DWT
512
Dorsey & Whitney Trust
South Dakota
$222K +$4.38K +80 +2%
ACP
513
Aveo Capital Partners
Colorado
$222K +$5.47K +100 +3%
SWM
514
Sequoia Wealth Management
Illinois
$216K +$20.5K +374 +10%
CCM
515
Coldstream Capital Management
Washington
$212K -$1.2K -22 -0.6%
TA
516
Tiedemann Advisors
New York
$211K -$3.85M -70,370 -95%
RA
517
Rational Advisors
New York
$209K -$65.6K -1,200 -25%
TCOV
518
Trust Company of Vermont
Vermont
$204K -$5.47K -100 -3%
PCFFS
519
Pacific Center for Financial Services
California
$204K
HCM
520
Howland Capital Management
Massachusetts
$203K +$192K +3,504 New
Los Angeles Capital Management
521
Los Angeles Capital Management
California
$202K +$190K +3,474 New
PA
522
Parallel Advisors
California
$201K +$24.5K +448 +15%
SC
523
Savant Capital
Illinois
$201K +$190K +3,466 New
SFSIG
524
San Francisco Sentry Investment Group
California
$191K
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$190K -$3.61K -66 -2%