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Name Holding Trade Value Shares
Change
Change in
Stake
Ballentine Partners
726
Ballentine Partners
Massachusetts
$941K -$12.5K -136 -1%
Larson Financial Group
727
Larson Financial Group
Missouri
$941K -$48.6K -527 -5%
TCM
728
Triumph Capital Management
Colorado
$940K +$3.41K +37 +0.4%
J. Safra Sarasin Holding
729
J. Safra Sarasin Holding
$940K -$419K -4,543 -32%
FCA
730
FLC Capital Advisors
California
$938K +$175K +1,901 +25%
RIL
731
Rothschild Investment LLC
Illinois
$936K +$251K +2,719 +40%
IAS
732
Insigneo Advisory Services
Florida
$931K -$118K -1,279 -12%
FGC
733
First Growth Capital
Maryland
$927K +$746K +8,091 New
AF
734
Affiance Financial
Minnesota
$924K -$20.7K -225 -2%
ARC
735
Advisor Resource Council
Texas
$914K +$769K +8,347 New
SFG
736
SevenBridge Financial Group
Pennsylvania
$911K -$842K -9,131 -51%
AMG National Trust Bank
737
AMG National Trust Bank
Colorado
$909K -$365K -3,964 -30%
Penserra Capital Management
738
Penserra Capital Management
California
$909K +$109K +1,187 +15%
RNC Capital Management
739
RNC Capital Management
California
$908K +$504K +5,470 +143%
CCS
740
Concentric Capital Strategies
Connecticut
$902K -$1.51M -16,390 -64%
AFP
741
Ausdal Financial Partners
Iowa
$900K +$9.4K +102 +1%
Prudential plc
742
Prudential plc
United Kingdom
$899K – – –
CC
743
Courier Capital
New York
$899K +$171K +1,857 +25%
Envestnet Portfolio Solutions
744
Envestnet Portfolio Solutions
Illinois
$894K -$3.46M -37,509 -80%
CAM
745
Cidel Asset Management
Ontario, Canada
$894K +$89.9K +976 +12%
Diversified Trust
746
Diversified Trust
Tennessee
$891K +$188K +2,041 +29%
Apollon Wealth Management
747
Apollon Wealth Management
South Carolina
$890K +$29.3K +318 +4%
HM Payson & Co
748
HM Payson & Co
Maine
$887K +$23.8K +258 +3%
MTIM
749
Marathon Trading Investment Management
Pennsylvania
$887K -$3.32M -35,973 -80%
Vestcor Inc
750
Vestcor Inc
New Brunswick, Canada
$881K – – –