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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
351
Baldwin Wealth Partners
Massachusetts
$100K – – –
OC
352
Oakworth Capital
Alabama
$98K – – –
JIR
353
James Investment Research
Ohio
$94K +$86.9K +1,750 New
ZB
354
Zions Bancorporation
Utah
$91K +$81.2K +1,635 +3,406%
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$90K -$497 -10 -0.6%
QAM
356
QCI Asset Management
New York
$90K – – –
QCG
357
Quadrant Capital Group
Ohio
$88K – – –
FANJ
358
Financial Architects (New Jersey)
New Jersey
$82K -$43.7K -880 -37%
GWM
359
Geneos Wealth Management
Colorado
$81K – – –
AIM
360
Advantage Investment Management
Iowa
$77K – – –
LWCFA
361
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76K +$1.59K +32 +2%
First Manhattan
362
First Manhattan
New York
$75K +$29.8K +600 +75%
FCB
363
First Command Bank
Texas
$72K – – –
FCFS
364
First Command Financial Services
Texas
$72K – – –
SIC
365
Salem Investment Counselors
North Carolina
$71K – – –
BTIS
366
BB&T Investment Services
North Carolina
$71K +$16K +322 +49%
RFA
367
Reilly Financial Advisors
California
$56K – – –
YWP
368
YorkBridge Wealth Partners
New York
$54K – – –
CWM
369
Catamount Wealth Management
Connecticut
$54K +$49.7K +1,000 New
BAM
370
Barrett Asset Management
New York
$53K -$9.94K -200 -17%
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$47K +$1.84K +37 +4%
CWM
372
Cranbrook Wealth Management
Michigan
$43K – – –
PG
373
Patten Group
Tennessee
$43K – – –
WAM
374
Wealthspire Advisors (Maryland)
Maryland
$43K +$845 +17 +2%
TCM
375
Tradewinds Capital Management
Washington
$43K +$24.8K +500 +167%