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Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
626
Moody National Bank Trust Division
Texas
$684K
PA
627
Perennial Advisors
New York
$678K
RHBC
628
R.H. Bluestein & Co
Michigan
$669K +$145K +1,720 +28%
APA
629
American Portfolios Advisors
New York
$667K +$33.4K +396 +5%
1SB
630
1ST Source Bank
Indiana
$663K -$18.7K -222 -3%
Credit Agricole
631
Credit Agricole
France
$656K +$650K +7,700 New
CWM
632
Chesapeake Wealth Management
Virginia
$638K +$284K +3,369 +82%
TCM
633
Twin Capital Management
Pennsylvania
$637K -$47.9K -567 -7%
IIM
634
Ironwood Investment Management
Massachusetts
$632K +$5.15K +61 +0.8%
PMG
635
ProVise Management Group
Florida
$627K -$155K -1,836 -20%
CA
636
Cetera Advisors
Colorado
$624K +$322K +3,819 +113%
PNAA
637
Pictet North America Advisors
Switzerland
$606K +$601K +7,117 New
LJHT
638
Laurie J. Hall Trustee
$594K
AWCI
639
Alpine Woods Capital Investors
New York
$591K
GC
640
Garde Capital
Washington
$560K
LWCFA
641
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$560K +$33.8K +400 +6%
HW
642
Hancock Whitney
Mississippi
$545K +$540K +6,393 New
IFS
643
Ifrah Financial Services
Arkansas
$531K -$1.35K -16 -0.3%
BFIM
644
Beese Fulmer Investment Management
Ohio
$523K
CI
645
Capital Innovations
Wisconsin
$518K
HA
646
Harbor Advisors
Florida
$509K
TAM
647
Taurus Asset Management
New York
$505K
DIM
648
DC Investments Management
Virginia
$497K -$1.2M -14,232 -71%
VFA
649
Voya Financial Advisors
Connecticut
$491K +$26.9K +319 +6%
SXL
650
Summit X LLC
Missouri
$490K -$2.53K -30 -0.5%