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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
526
Sequoia Financial Advisors
Ohio
$565K -$14.5K -341 -3%
NCL
527
Nishkama Capital LLC
Puerto Rico
$558K -$1.95M -45,800 -79%
ONB
528
Old National Bancorp
Indiana
$552K +$7.63K +179 +2%
BDWM
529
Brewin Dolphin Wealth Management
Ireland
$552K
BP
530
Ballentine Partners
Massachusetts
$549K +$10.1K +236 +2%
RMCM
531
Reynders McVeigh Capital Management
Massachusetts
$545K +$500K +11,734 New
OWA
532
One Wealth Advisors
California
$537K -$27.5K -645 -5%
AF
533
Advisornet Financial
Minnesota
$537K +$43.4K +1,018 +10%
TAM
534
Tiverton Asset Management
Delaware
$537K +$493K +11,558 New
VWM
535
Venturi Wealth Management
Texas
$536K +$492K +11,528 New
HS
536
HighVista Strategies
Massachusetts
$535K +$21.3K +500 +5%
NL
537
NWAM LLC
Washington
$532K +$489K +11,455 New
NP
538
NorthRock Partners
Minnesota
$521K +$476K +11,151 New
Cerity Partners
539
Cerity Partners
New York
$515K -$310K -7,268 -40%
CCP
540
Corient Capital Partners
California
$512K +$114K +2,673 +32%
AC
541
Avestar Capital
New York
$498K +$1.96K +46 +0.4%
Toronto Dominion Bank
542
Toronto Dominion Bank
Ontario, Canada
$497K -$398K -9,335 -47%
PWPS
543
Pinnacle Wealth Planning Services
Ohio
$494K +$58.9K +1,381 +15%
IWC
544
Integrated Wealth Concepts
Massachusetts
$473K +$148K +3,463 +52%
CBU
545
CIBC Bank USA
Illinois
$466K -$24.6K -577 -5%
AT
546
Arden Trust
Delaware
$465K -$2.6K -61 -0.6%
PCG
547
Private Capital Group
Connecticut
$462K +$98.7K +2,314 +31%
MIFH
548
Migdal Insurance & Financial Holdings
Israel
$454K -$7.46K -175 -2%
I
549
IberiaBank
Louisiana
$438K -$92.5K -2,169 -19%
CFA
550
Carroll Financial Associates
North Carolina
$437K +$165K +3,875 +70%