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Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
551
First Allied Advisory Services
California
$543K -$210K -2,025 -27%
BSW
552
Buckingham Strategic Wealth
Missouri
$540K +$41.1K +397 +8%
VNA
553
Valley National Advisers
Pennsylvania
$538K -$4.87K -47 -0.9%
APA
554
American Portfolios Advisors
New York
$537K -$489K -4,725 -47%
BBHC
555
Brown Brothers Harriman & Co
New York
$537K -$10.6K -102 -2%
NB
556
NBT Bank
New York
$535K -$54K -521 -9%
PL
557
Parthenon LLC
Kentucky
$534K
Fayez Sarofim & Co
558
Fayez Sarofim & Co
Texas
$532K
SPIA
559
Steward Partners Investment Advisory
New York
$531K +$207 +2 +0%
TAM
560
Taurus Asset Management
New York
$529K -$10.3K -99 -2%
FNBOO
561
First National Bank of Omaha
Nebraska
$529K +$21.5K +208 +4%
CI
562
Conning Inc
Connecticut
$528K -$67.2K -649 -11%
GPA
563
Garrison Point Advisors
California
$526K -$12.7K -123 -2%
KCM
564
Kanawha Capital Management
Virginia
$526K +$2.38K +23 +0.4%
NEPPG
565
New England Professional Planning Group
Rhode Island
$524K +$538K +5,196 New
TAM
566
Tradition Asset Management
Virginia
$519K -$7.77K -75 -1%
VCA
567
Verdence Capital Advisors
Maryland
$518K -$423K -4,084 -44%
CBA
568
Coastal Bridge Advisors
Connecticut
$515K +$518 +5 +0.1%
PTP
569
Platform Technology Partners
New York
$514K +$528K +5,098 New
ATC
570
Argent Trust Co
Tennessee
$510K -$11.1K -107 -2%
PI
571
PEAK6 Investments
Illinois
$510K +$524K +5,062 New
WG
572
Watchman Group
Texas
$508K +$523K +5,048 New
AGM
573
Alpine Global Management
New York
$505K +$519K +5,010 New
VFM
574
Viking Fund Management
North Dakota
$504K
TCOT
575
Trust Company of Toledo
Ohio
$502K