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Weyerhaeuser

Name Holding Trade Value Shares
Change
Change in
Stake
BPCE
526
Bank Pictet & Cie (Europe)
Germany
$630K -$48.1K -1,420 -7%
CC
527
Courier Capital
New York
$628K
LWAM
528
Legacy Wealth Asset Management
Minnesota
$624K +$6.5K +192 +1%
NA
529
NewEdge Advisors
Louisiana
$617K +$64.5K +1,905 +12%
SFI
530
Siemens Fonds Invest
Germany
$614K -$11.9K -352 -2%
ISL
531
Ingalls & Snyder LLC
New York
$613K -$6.77K -200 -1%
SAS
532
Stelac Advisory Services
New York
$603K
LNWWM
533
Laird Norton Wetherby Wealth Management
California
$603K +$4.13K +122 +0.7%
GS
534
GTS Securities
Florida
$603K -$645K -19,051 -53%
FSA
535
Financial Security Advisor
Virginia
$597K -$23.6K -696 -4%
ZIM
536
Zacks Investment Management
Illinois
$595K -$86.7K -2,561 -13%
CT
537
Caldwell Trust
Florida
$593K -$32.5K -960 -5%
KMWM
538
Keudell/Morrison Wealth Management
Oregon
$591K +$9.27K +274 +2%
DAM
539
Delta Asset Management
Tennessee
$591K
IFWM
540
Institute for Wealth Management
Colorado
$588K +$745 +22 +0.1%
BPWM
541
Badgley Phelps Wealth Managers
Washington
$588K -$12.3K -363 -2%
KA
542
Keene & Associates
Texas
$585K +$5.38K +159 +1%
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$581K +$46.7K +1,380 +9%
FTDI
544
First Trust Direct Indexing
Massachusetts
$581K +$121K +3,574 +28%
JMFC
545
J.M. Forbes & Co
Massachusetts
$578K
KFS
546
Keynote Financial Services
Connecticut
$577K +$544K +16,073 New
VFA
547
Values First Advisors
Tennessee
$575K -$10.5K -309 -2%
PSFG
548
Prairie Sky Financial Group
Illinois
$575K
SC
549
Saturna Capital
Washington
$556K +$65.7K +1,940 +14%
IWC
550
Integrated Wealth Concepts
Massachusetts
$546K +$15.1K +446 +3%