Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
726
Bar Harbor Wealth Management
New Hampshire
$2.62M -$793K -4,771 -23%
RIA
727
Regal Investment Advisors
Michigan
$2.58M -$344K -2,072 -12%
SSB
728
Sandy Spring Bank
Maryland
$2.57M +$91.4K +550 +4%
TBA
729
Tower Bridge Advisors
Pennsylvania
$2.57M -$129K -775 -5%
KIA
730
KCM Investment Advisors
California
$2.54M -$115K -695 -4%
JRP
731
Jasper Ridge Partners
California
$2.54M – – –
SNB
732
Security National Bank
Nebraska
$2.54M +$2.57M +15,466 New
OCM
733
One Capital Management
California
$2.5M -$49.2K -296 -2%
CSS
734
Cubist Systematic Strategies
Connecticut
$2.5M +$1.29M +7,756 +104%
Boston Partners
735
Boston Partners
Massachusetts
$2.49M +$637K +3,833 +34%
II
736
IFM Investors
Australia
$2.49M +$930K +5,598 +58%
EHC
737
Everett Harris & Co
California
$2.48M +$166 +1 +0%
COI
738
Connable Office Inc
Michigan
$2.48M +$373K +2,245 +17%
SGAM
739
Steinberg Global Asset Management
Florida
$2.48M -$9.14K -55 -0.4%
ASN
740
Advisory Services Network
Georgia
$2.47M +$2.51M +15,077 New
PGA
741
Portland Global Advisors
Maine
$2.46M -$57.3K -345 -2%
AAMU
742
AEGON Asset Management (UK)
United Kingdom
$2.46M +$321K +1,929 +15%
BOH
743
Bank of Hawaii
Hawaii
$2.46M -$369K -2,222 -13%
HWA
744
Heritage Wealth Advisors
Virginia
$2.46M +$1.8M +10,838 +261%
SFG
745
SevenBridge Financial Group
Pennsylvania
$2.45M -$153K -919 -6%
FG
746
Fiduciary Group
Georgia
$2.44M +$486K +2,922 +24%
CAMG
747
CWA Asset Management Group
Florida
$2.44M +$1.06M +6,370 +75%
DCM
748
Delta Capital Management
New Jersey
$2.44M +$62.3K +375 +3%
SWM
749
Segment Wealth Management
Texas
$2.43M +$126K +760 +5%
ANTB
750
AMG National Trust Bank
Colorado
$2.42M +$99.7K +600 +4%