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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
126
Albion Financial Group
Utah
$525K +$433K +3,812 New
GAM
127
Griffin Asset Management
New York
$501K +$182K +1,606 +79%
SAM
128
Shell Asset Management
Netherlands
$481K +$397K +3,495 New
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$475K
NFG
130
Next Financial Group
Texas
$462K +$24.2K +213 +7%
NL
131
NWAM LLC
Washington
$459K
US Bancorp
132
US Bancorp
Minnesota
$457K +$44.5K +392 +13%
WWM
133
Western Wealth Management
Colorado
$452K -$2.04K -18 -0.5%
ACM
134
Adalta Capital Management
New York
$448K +$60.2K +530 +19%
LFAS
135
Level Four Advisory Services
Texas
$446K +$368K +3,239 New
HSBC Holdings
136
HSBC Holdings
United Kingdom
$443K +$361K +3,176 New
AIP
137
Ameritas Investment Partners
Nebraska
$437K +$21.6K +190 +6%
NIM
138
Needham Investment Management
New York
$434K -$170K -1,500 -32%
IMRF
139
Illinois Municipal Retirement Fund
Illinois
$428K
SWM
140
Segment Wealth Management
Texas
$427K +$352K +3,100 New
PCIA
141
Prime Capital Investment Advisors
Kansas
$422K +$94.3K +830 +37%
LSA
142
Leonteq Securities AG
Switzerland
$420K +$56.8K +500 +20%
MFW
143
Meristem Family Wealth
Minnesota
$418K -$368K -3,239 -52%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$416K +$332K +2,923 New
NFSG
145
Newbridge Financial Services Group
Florida
$412K -$4.54K -40 -1%
Prudential Financial
146
Prudential Financial
New Jersey
$400K +$28.2K +248 +9%
BWP
147
Baldwin Wealth Partners
Massachusetts
$399K
CAM
148
Cresset Asset Management
Illinois
$399K +$108K +953 +49%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$394K
Victory Capital Management
150
Victory Capital Management
Texas
$393K -$19.3K -170 -6%