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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
351
Ipswich Investment Management
Massachusetts
$358K +$26.6K +550 +8%
CWP
352
Curated Wealth Partners
California
$356K -$27.6K -569 -7%
GAM
353
Garrison Asset Management
Arkansas
$356K +$9.11K +188 +3%
CNC
354
Canandaigua National Corp
New York
$355K -$1.74K -36 -0.5%
IFG
355
Independent Financial Group
California
$347K +$10.5K +216 +3%
MAS
356
Madden Advisory Services
Florida
$345K – – –
RFC
357
Regions Financial Corp
Alabama
$343K +$337K +6,957 New
PFBT
358
Parkside Financial Bank & Trust
Missouri
$338K +$9.83K +203 +3%
RB
359
Renasant Bank
Mississippi
$337K +$2.81K +58 +0.9%
ASN
360
Advisory Services Network
Georgia
$329K +$67.2K +1,387 +26%
IG
361
ING Group
Netherlands
$323K +$78K +1,611 +33%
WW
362
Westshore Wealth
California
$322K – – –
SFI
363
SPC Financial Inc
Maryland
$322K +$24.2K +500 +8%
I
364
INVST
Indiana
$322K +$71.5K +1,477 +29%
HSA
365
HBK Sorce Advisory
Pennsylvania
$319K +$11.6K +240 +4%
Luther King Capital Management (LKCM)
366
Luther King Capital Management (LKCM)
Texas
$310K +$304K +6,278 New
SMC
367
Smith, Moore & Co
Missouri
$309K – – –
PJSIMP
368
P.J. Schmidt Investment Management (PJS)
Wisconsin
$302K – – –
1SB
369
1ST Source Bank
Indiana
$300K +$295K +6,087 New
JAM
370
Jupiter Asset Management
United Kingdom
$298K -$813K -16,796 -74%
HDIM
371
Hanson & Doremus Investment Management
Vermont
$296K +$45.8K +946 +15%
Lazard Asset Management
372
Lazard Asset Management
New York
$295K – – –
S
373
SignatureFD
Georgia
$293K +$65.9K +1,361 +30%
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$291K -$8.57K -177 -3%
RC
375
RegentAtlantic Capital
New Jersey
$290K +$20.9K +431 +8%