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Weyerhaeuser

Name Holding Trade Value Shares
Change
Change in
Stake
KS
526
Karpas Strategies
Connecticut
$617K +$560 +18 +0.1%
SCA
527
Snowden Capital Advisors
New York
$613K -$63.8K -2,051 -10%
Envestnet Portfolio Solutions
528
Envestnet Portfolio Solutions
Illinois
$610K -$550K -17,669 -50%
CC
529
Courier Capital
New York
$609K -$9.37K -301 -2%
ClearBridge Investments
530
ClearBridge Investments
New York
$608K +$3.11K +100 +0.6%
CT
531
Caldwell Trust
Florida
$608K -$12.4K -400 -2%
SFI
532
Siemens Fonds Invest
Germany
$607K +$83.7K +2,691 +18%
FSA
533
Financial Security Advisor
Virginia
$602K -$6.41K -206 -1%
ISL
534
Ingalls & Snyder LLC
New York
$601K -$53.4K -1,717 -9%
JFG
535
Jefferies Financial Group
New York
$599K +$536K +17,236 New
PA
536
Pinnacle Associates
New York
$598K +$135K +4,328 +34%
LWAM
537
Legacy Wealth Asset Management
Minnesota
$598K +$6.01K +193 +1%
SAS
538
Stelac Advisory Services
New York
$584K – – –
WA
539
Wambolt & Associates
Colorado
$582K +$168K +5,385 +47%
BPWM
540
Badgley Phelps Wealth Managers
Washington
$582K +$520K +16,725 New
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$580K -$70.3K -2,260 -12%
VSQM
542
V-Square Quantitative Management
Illinois
$573K +$100K +3,215 +24%
DAM
543
Delta Asset Management
Tennessee
$572K -$5.57K -179 -1%
IFWM
544
Institute for Wealth Management
Colorado
$568K +$218 +7 +0%
VFA
545
Values First Advisors
Tennessee
$568K -$63.3K -2,034 -11%
KMWM
546
Keudell/Morrison Wealth Management
Oregon
$563K -$20.2K -648 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
547
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$561K -$81.8K -2,630 -14%
KA
548
Keene & Associates
Texas
$561K +$2.83K +91 +0.6%
JMFC
549
J.M. Forbes & Co
Massachusetts
$560K – – –
PSFG
550
Prairie Sky Financial Group
Illinois
$556K – – –