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Name Holding Trade Value Shares
Change
Change in
Stake
CI
576
Conning Inc
Connecticut
$258K
BP
577
Ballentine Partners
Massachusetts
$257K -$47.2K -451 -16%
FLPIM
578
F.L. Putnam Investment Management
Massachusetts
$257K
KMWM
579
Keudell/Morrison Wealth Management
Oregon
$256K +$4.5K +43 +2%
AAS
580
Avantax Advisory Services
Texas
$255K -$1.08M -10,350 -81%
AA
581
ALPS Advisors
Colorado
$255K -$5.13K -49 -2%
HBT
582
Hills Bank & Trust
Iowa
$253K -$1.05K -10 -0.4%
CRWM
583
Castle Rock Wealth Management
California
$251K -$386K -3,685 -62%
FRM
584
Fox Run Management
Connecticut
$250K +$250K +2,385 New
SWA
585
Sutton Wealth Advisors
Florida
$249K +$837 +8 +0.3%
CAM
586
Cresset Asset Management
Illinois
$249K +$29.6K +283 +14%
WF
587
WoodTrust Financial
Wisconsin
$248K +$248K +2,365 New
FMLI
588
Fukoku Mutual Life Insurance
Japan
$241K -$31.4K -300 -12%
Assenagon Asset Management
589
Assenagon Asset Management
Luxembourg
$241K +$240K +2,297 New
WJWM
590
Williams Jones Wealth Management
New York
$238K -$144K -1,380 -38%
S
591
SignatureFD
Georgia
$238K -$8.37K -80 -3%
APA
592
American Portfolios Advisors
New York
$237K -$22.4K -214 -9%
CCM
593
Coe Capital Management
Illinois
$236K +$628 +6 +0.3%
CNC
594
Canandaigua National Corp
New York
$234K -$8.58K -82 -4%
Schroder Investment Management Group
595
Schroder Investment Management Group
United Kingdom
$234K
FFS
596
Founders Financial Securities
Maryland
$232K +$231K +2,210 New
RB
597
Renasant Bank
Mississippi
$232K +$232K +2,213 New
DWT
598
Dorsey & Whitney Trust
South Dakota
$230K -$6.38K -61 -3%
IA
599
IndexIQ Advisors
New York
$230K +$105K +1,002 +85%
AAM
600
Advisors Asset Management
Colorado
$228K -$133K -1,270 -37%