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Name Holding Trade Value Shares
Change
Change in
Stake
BP
701
Ballentine Partners
Massachusetts
$1.4M -$153K -1,202 -10%
MWM
702
Mission Wealth Management
California
$1.39M +$547K +4,308 +68%
B
703
Bayban
Minnesota
$1.39M – – –
FMI
704
F/M Investments
District of Columbia
$1.39M -$6.61K -52 -0.5%
ANTB
705
AMG National Trust Bank
Colorado
$1.39M +$83.9K +660 +7%
BCP
706
Blackhawk Capital Partners
Wisconsin
$1.38M -$249K -1,961 -16%
BCP
707
Berkeley Capital Partners
Georgia
$1.38M +$13.2K +104 +1%
RWPA
708
Richard W. Paul & Associates
Michigan
$1.38M -$9.91K -78 -0.7%
MAS
709
Meeder Advisory Services
Ohio
$1.38M +$17.7K +139 +1%
FMI
710
Frec Markets Inc
California
$1.38M +$454K +3,571 +51%
WJWM
711
Williams Jones Wealth Management
New York
$1.37M +$5.21K +41 +0.4%
FNT
712
First National Trust
Pennsylvania
$1.35M -$8K -63 -0.6%
Envestnet Portfolio Solutions
713
Envestnet Portfolio Solutions
Illinois
$1.35M +$188K +1,480 +17%
NHC
714
Nicholas Hoffman & Company
Georgia
$1.35M -$89.4K -704 -6%
EPW
715
Evolve Private Wealth
California
$1.34M -$606K -4,767 -32%
RCM
716
RNC Capital Management
California
$1.34M +$11.6K +91 +0.9%
HAM
717
Hedges Asset Management
Nevada
$1.33M +$1.3M +10,200 New
IIC
718
Integrated Investment Consultants
Michigan
$1.33M +$1.65K +13 +0.1%
PCM
719
Parsons Capital Management
Rhode Island
$1.33M -$14.2K -112 -1%
KC
720
Kepler Cheuvreux
$1.32M +$1.29M +10,116 New
BWAM
721
Boyd Watterson Asset Management
Ohio
$1.32M +$45.4K +357 +4%
GVAG
722
Great Valley Advisor Group
Delaware
$1.32M +$3.3K +26 +0.3%
EB
723
Exchange Bank
California
$1.31M -$50.8K -400 -4%
BHC
724
Bull Harbor Capital
Maryland
$1.31M +$159K +1,248 +14%
CPCPP
725
Canada Post Corporation Pension Plan
Canada
$1.3M – – –