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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
376
Independent Advisor Alliance
North Carolina
$3.45M +$55.7K +679 +2%
EWM
377
Evercore Wealth Management
New York
$3.45M -$55.7K -680 -2%
KRS
378
Kentucky Retirement Systems
Kentucky
$3.43M -$211K -2,571 -6%
CIBC Private Wealth Group
379
CIBC Private Wealth Group
Georgia
$3.38M +$164K +2,001 +5%
FT
380
Fiduciary Trust
Massachusetts
$3.38M -$131K -1,600 -4%
WWA
381
WCG Wealth Advisors
Nevada
$3.32M +$105K +1,276 +3%
BMSSC
382
B. Metzler seel. Sohn & Co
Germany
$3.3M +$90.4K +1,103 +3%
GWM
383
GSB Wealth Management
Connecticut
$3.3M +$33.3K +406 +1%
DWM
384
Dakota Wealth Management
Florida
$3.29M +$178K +2,175 +6%
Bessemer Group
385
Bessemer Group
New Jersey
$3.19M +$2.08M +25,349 +214%
DFA
386
Delta Financial Advisors
Louisiana
$3.18M -$4.67K -57 -0.2%
ASN
387
Advisory Services Network
Georgia
$3.17M +$386K +4,711 +15%
HIMCH
388
Hartford Investment Management Co (HIMCO)
Connecticut
$3.15M -$182K -2,221 -6%
LFS
389
Legacy Financial Strategies
Kansas
$3.15M -$51.6K -629 -2%
SNBOSD
390
Security National Bank of So Dak
Iowa
$3.14M -$72.6K -886 -2%
B
391
Bailard
California
$3.14M
GC
392
Gould Capital
Washington
$3.08M -$176K -2,147 -6%
GWSG
393
GPS Wealth Strategies Group
Colorado
$3.07M -$135K -1,650 -4%
SVWAG
394
Sound View Wealth Advisors Group
Georgia
$3.06M -$203K -2,480 -7%
DADC
395
D.A. Davidson & Co
Montana
$3.04M +$90.6K +1,105 +3%
RCA
396
Ranch Capital Advisors
Florida
$3.04M +$2.9M +35,420 New
TPM
397
Triasima Portfolio Management
Quebec, Canada
$3.02M -$461K -5,624 -14%
UB
398
UMB Bank
Missouri
$3.02M -$285K -3,480 -9%
FCH
399
Freestone Capital Holdings
Washington
$3.02M +$34.5K +421 +1%
LIP
400
Lighthouse Investment Partners
Florida
$2.99M +$2.85M +34,825 New