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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$280K +$232K +5,664 +394%
AAM
352
American Asset Management
Florida
$279K – – –
CNBT
353
Canandaigua National Bank & Trust
New York
$274K -$63.9K -1,560 -18%
FHB
354
First Hawaiian Bank
Hawaii
$274K +$46.3K +1,130 +19%
ASN
355
Advisory Services Network
Georgia
$272K +$6.71K +164 +2%
DP
356
Dearborn Partners
Illinois
$264K +$274K +6,690 New
LFAS
357
Level Four Advisory Services
Texas
$263K -$611K -14,930 -69%
Cetera Investment Advisers
358
Cetera Investment Advisers
Illinois
$263K +$29.3K +715 +12%
EWF
359
Epstein & White Financial
California
$256K -$34.8K -849 -12%
GHCM
360
Glen Harbor Capital Management
California
$254K – – –
SVWA
361
Sound View Wealth Advisors
Georgia
$253K +$262K +6,398 New
BOPW
362
Brandywine Oak Private Wealth
Pennsylvania
$253K +$262K +6,408 New
BG
363
Bahl & Gaynor
Ohio
$249K -$893K -21,805 -78%
SPIA
364
Steward Partners Investment Advisory
New York
$249K -$100K -2,450 -28%
RTS
365
Round Table Services
New Jersey
$241K +$31K +758 +14%
AIM
366
Axiom Investment Management
New York
$240K +$249K +6,072 New
Lazard Asset Management
367
Lazard Asset Management
New York
$237K – – –
IWP
368
Icon Wealth Partners
Texas
$236K -$44.5K -1,086 -15%
IC
369
Inscription Capital
Texas
$232K +$236K +5,775 New
CB
370
Commerce Bank
Missouri
$215K -$24.6K -600 -10%
MHS
371
M Holdings Securities
Oregon
$212K +$220K +5,374 New
CB
372
Cadence Bank
Mississippi
$210K -$3.89K -95 -2%
IB
373
Intrust Bank
Kansas
$210K +$10.7K +261 +5%
MCIM
374
Meadow Creek Investment Management
Georgia
$209K – – –
RC
375
RegentAtlantic Capital
New Jersey
$206K +$6.79K +166 +3%