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Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
651
Lombard Odier Asset Management (Europe)
United Kingdom
$469K +$461K +1,654 New
WF
652
Welch & Forbes
Massachusetts
$468K
BWM
653
Buckley Wealth Management
Nevada
$465K +$27.9K +100 +7%
OFS
654
OneAscent Financial Services
Alabama
$462K -$172K -617 -27%
EC
655
Estate Counselors
Wisconsin
$462K +$11.2K +40 +3%
MCA
656
Morris Capital Advisors
Pennsylvania
$456K -$13.4K -48 -3%
B
657
Bailard
California
$454K -$52.7K -189 -11%
AC
658
Avestar Capital
New York
$454K -$39.9K -143 -7%
SFM
659
Systematic Financial Management
New Jersey
$454K
CCA
660
Checchi Capital Advisers
California
$447K -$25.4K -91 -5%
CWP
661
Capital Wealth Planning
Florida
$445K
TC
662
Telemus Capital
Michigan
$444K +$442K +1,584 New
WEC
663
Winslow Evans & Crocker
Massachusetts
$441K
TNB
664
TCF National Bank
South Dakota
$440K
Lazard Asset Management
665
Lazard Asset Management
New York
$439K -$1.64M -5,895 -79%
EH
666
Employers Holdings
Nevada
$438K -$169K -605 -28%
IFWM
667
Institute for Wealth Management
Colorado
$438K +$3.63K +13 +0.8%
FCM
668
Fairbanks Capital Management
California
$430K
CGA
669
Crescent Grove Advisors
Illinois
$426K
JFA
670
JNBA Financial Advisors
Minnesota
$426K
SACTSONJ
671
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$426K
NSAM
672
North Star Asset Management
Wisconsin
$425K
KCM
673
Kendall Capital Management
Maryland
$423K +$416K +1,490 New
OPCM
674
Osborne Partners Capital Management
California
$411K
WAM
675
Wealthspire Advisors (Maryland)
Maryland
$408K -$180K -645 -31%