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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
251
Noesis Capital Mangement
Florida
$230K
RJFSA
252
Raymond James Financial Services Advisors
Florida
$227K -$3.43K -90 -2%
AWM
253
Alterna Wealth Management
Texas
$216K +$196K +5,152 New
PSUF
254
People's United Financial
Connecticut
$209K -$35.5K -932 -16%
IRF
255
IBM Retirement Fund
New York
$208K +$189K +4,962 New
CI
256
Cigna Investments
Connecticut
$208K +$190K +4,979 New
TCA
257
Tortoise Capital Advisors
Kansas
$201K +$183K +4,802 New
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$193K +$54.3K +1,424 +45%
WT
259
Whittier Trust
California
$182K
PAM
260
Panagora Asset Management
Massachusetts
$167K
RFA
261
Reilly Financial Advisors
California
$150K
SIS
262
Sound Income Strategies
Florida
$131K +$1.18K +31 +1%
WB
263
Webster Bank
Connecticut
$101K
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$96K
CIM
265
Coastal Investment Management
California
$75K -$99.1K -2,600 -59%
GWM
266
Geneos Wealth Management
Colorado
$72K
C
267
Cerebellum
California
$67K -$60.6K -1,590 -50%
SFSIG
268
San Francisco Sentry Investment Group
California
$62K
TF
269
Tompkins Financial
New York
$42K
US Bancorp
270
US Bancorp
Minnesota
$42K +$419 +11 +1%
BAM
271
Bellevue Asset Management
Washington
$32K
ASN
272
Advisory Services Network
Georgia
$32K +$29.7K +780 New
LC
273
Lindbrook Capital
California
$31K +$4.88K +128 +21%
Millennium Management
274
Millennium Management
New York
$29.1K +$14.5M +380,548 +121%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$27K