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Name Holding Trade Value Shares
Change
Change in
Stake
BP
676
Ballentine Partners
Massachusetts
$977K +$74.1K +896 +7%
CG
677
Caprock Group
Idaho
$969K -$146K -1,772 -11%
SIA
678
Sit Investment Associates
Minnesota
$968K – – –
SC
679
Sonen Capital
California
$961K -$148K -1,795 -11%
GF
680
Gabelli Funds
New York
$960K +$82.7K +1,000 +8%
HPM
681
Hudson Portfolio Management
New York
$955K – – –
FCI
682
Financial Counselors Inc
Kansas
$954K -$47.3K -572 -4%
CAMG
683
CWA Asset Management Group
Florida
$944K -$872K -10,550 -43%
AWM
684
AE Wealth Management
Kansas
$943K -$173K -2,097 -13%
SPIA
685
Steward Partners Investment Advisory
New York
$943K +$492K +5,947 +76%
FCM
686
Fairbanks Capital Management
California
$940K -$16.5K -200 -1%
GSWM
687
Greenup Street Wealth Management
Michigan
$938K +$39.1K +473 +4%
YC
688
Yarbrough Capital
Tennessee
$936K +$1.13M +13,657 New
IPAM
689
ICICI Prudential Asset Management
India
$934K -$2.64M -32,000 -70%
WPW
690
Waldron Private Wealth
Pennsylvania
$928K +$158K +1,909 +17%
ES
691
Eagle Strategies
New York
$918K -$490K -5,925 -31%
CIM
692
Confluence Investment Management
Missouri
$912K -$59.6K -721 -5%
CFMC
693
Curbstone Financial Management Corp
New Hampshire
$912K – – –
OWA
694
One Wealth Advisors
California
$911K +$7.6K +92 +0.7%
PBT
695
Pictet Bank & Trust
Bahamas
$908K -$660K -7,988 -38%
BF
696
BOK Financial
Oklahoma
$907K -$274K -3,320 -20%
OIA
697
OneDigital Investment Advisors
Kansas
$904K +$884K +10,695 +429%
TF
698
TIAA FSB
Florida
$895K -$28.3K -342 -3%
WA
699
Wambolt & Associates
Colorado
$890K +$248 +3 +0%
TPW
700
Transatlantique Private Wealth
New York
$884K -$22.9K -277 -2%