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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$655K +$8.67K +84 +1%
SBH
402
Segall Bryant & Hamill
Illinois
$651K
CSS
403
Cubist Systematic Strategies
Connecticut
$641K -$1.12M -10,889 -63%
AT
404
Arden Trust
Delaware
$637K -$107K -1,039 -14%
ZB
405
Zions Bancorporation
Utah
$636K +$47.5K +460 +8%
GAA
406
Green Alpha Advisors
Colorado
$626K +$225K +2,178 +55%
RC
407
RegentAtlantic Capital
New Jersey
$621K -$183K -1,774 -23%
CB
408
Cadence Bank
Mississippi
$611K
IIM
409
Intact Investment Management
Quebec, Canada
$611K +$620K +6,000 New
BBNA
410
Bremer Bank National Association
Minnesota
$609K -$59.5K -576 -9%
IHL
411
Investment House LLC
California
$609K +$51.6K +500 +9%
LIA
412
LS Investment Advisors
Michigan
$600K -$720K -6,971 -54%
GCMG
413
Gyroscope Capital Management Group
Florida
$594K +$4.96K +48 +0.8%
CI
414
Cigna Investments
Connecticut
$592K +$20.4K +198 +4%
FB
415
Fulton Bank
Pennsylvania
$591K +$63.5K +615 +12%
SWM
416
Spire Wealth Management
Virginia
$585K +$589K +5,702 New
B
417
BP
United Kingdom
$581K -$227K -2,196 -28%
ATC
418
Argent Trust Co
Tennessee
$579K -$54.7K -530 -9%
TBA
419
Tower Bridge Advisors
Pennsylvania
$579K -$132K -1,275 -18%
Creative Planning
420
Creative Planning
Kansas
$574K -$27.8K -269 -5%
LSA
421
Leonteq Securities AG
Switzerland
$573K +$528K +5,113 +997%
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$567K +$173K +1,674 +43%
AWM
423
Aries Wealth Management
Maine
$559K
IRF
424
IBM Retirement Fund
New York
$557K -$47K -455 -8%
RJT
425
Raymond James Trust
Florida
$553K -$89.4K -866 -14%