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Name Holding Trade Value Shares
Change
Change in
Stake
FFS
701
Founders Financial Securities
Maryland
$501K +$31.2K +131 +8%
ECM
702
Evergreen Capital Management
Washington
$500K +$4.52K +19 +1%
MYLI
703
Meiji Yasuda Life Insurance
Japan
$500K -$114K -480 -21%
HFM
704
Hartford Funds Management
Pennsylvania
$499K +$30.2K +127 +8%
PWM
705
Perigon Wealth Management
California
$498K -$13.3K -56 -3%
PAI
706
Pittenger & Anderson Inc
Nebraska
$496K +$3.1K +13 +0.7%
HI
707
Horizon Investments
North Carolina
$495K +$26.2K +110 +7%
CP
708
Covenant Partners
Tennessee
$493K
FIM
709
Fernwood Investment Management
Massachusetts
$485K
GCP
710
GSA Capital Partners
United Kingdom
$483K -$1.43M -6,017 -77%
CCM
711
Coldstream Capital Management
Washington
$481K +$415K +1,744 New
EP
712
Essential Planning
New Hampshire
$478K
KeyBank National Association
713
KeyBank National Association
Ohio
$473K -$79.3K -333 -16%
GAM
714
Gemmer Asset Management
California
$471K
LA
715
Legacy Advisors
Pennsylvania
$470K +$48.6K +204 +14%
PGFC
716
Peapack-Gladstone Financial Corp
New Jersey
$469K -$98.3K -413 -20%
PFS
717
Prospera Financial Services
Texas
$468K +$23.3K +98 +6%
TSW
718
Three Seasons Wealth
Utah
$464K +$91.4K +384 +30%
WWM
719
Whalen Wealth Management
Nevada
$460K +$397K +1,666 New
LA
720
LM Advisors
California
$459K +$395K +1,661 New
CWM
721
Congress Wealth Management
Massachusetts
$458K +$9.29K +39 +2%
FFN
722
Focus Financial Network
Minnesota
$457K +$51.2K +215 +15%
BP
723
Ballentine Partners
Massachusetts
$456K +$13.1K +55 +3%
IG
724
ING Group
Netherlands
$447K -$9.05M -38,029 -96%
TFS
725
Thoroughbred Financial Services
Tennessee
$447K +$22.4K +94 +6%