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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
476
Putnam Investments
Massachusetts
$408K -$11.3K -123 -3%
FIM
477
Freedom Investment Management
Connecticut
$407K -$11.3K -123 -3%
QCG
478
Quadrant Capital Group
Ohio
$402K -$552 -6 -0.1%
MA
479
Montag & Associates
Georgia
$396K +$414K +4,500 New
DWT
480
Dorsey & Whitney Trust
South Dakota
$395K -$17.2K -187 -4%
FMLI
481
Fukoku Mutual Life Insurance
Japan
$391K – – –
SFS
482
Sowell Financial Services
Arkansas
$391K +$409K +4,442 New
SWM
483
SeaCrest Wealth Management
New York
$385K +$10.9K +119 +3%
BPCE
484
Bank Pictet & Cie (Europe)
Germany
$384K +$19.3K +210 +5%
CB
485
Commerce Bank
Missouri
$383K +$27.7K +301 +7%
WAM
486
Wealthspire Advisors (Maryland)
Maryland
$374K -$13.7K -149 -3%
TAM
487
Tiverton Asset Management
Delaware
$373K – – –
WKWM
488
Walter & Keenan Wealth Management
Indiana
$369K – – –
WS
489
Wedbush Securities
California
$365K -$38.8K -422 -9%
GT
490
Greenleaf Trust
Michigan
$363K -$85.2K -926 -18%
AL
491
Arnhold LLC
New York
$360K – – –
FAAS
492
First Allied Advisory Services
California
$351K -$103K -1,116 -22%
BLA
493
Balter Liquid Alternatives
Massachusetts
$348K +$74.1K +806 +26%
SC
494
Scotia Capital
Ontario, Canada
$347K -$770K -8,370 -68%
BDF
495
Balasa Dinverno & Foltz
$346K -$1.84K -20 -0.5%
FFBTD
496
First Financial Bank - Trust Division
Ohio
$346K – – –
RIM
497
Rampart Investment Management
Connecticut
$346K +$294K +3,192 +4%
GFPC
498
Global Financial Private Capital
Florida
$345K -$3.29M -35,815 -90%
LOAME
499
Lombard Odier Asset Management (Europe)
United Kingdom
$337K – – –
IWP
500
Icon Wealth Partners
Texas
$335K -$3.22K -35 -0.9%
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