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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$30K -$107 -9 -0.3%
LWA
202
Lowe Wealth Advisors
Maryland
$29K
SF
203
Synovus Financial
Georgia
$27K +$24 +2 +0.1%
NIPH
204
NN Investment Partners Holdings
Netherlands
$26K -$453K -38,158 -94%
WTB
205
Washington Trust Bank
Washington
$22K
DVM
206
Dreman Value Management
Florida
$20K -$2.14K -180 -9%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$17K -$7.1K -598 -28%
GT
208
Glenmede Trust
Pennsylvania
$16K +$653 +55 +4%
CCA
209
Checchi Capital Advisers
California
$15K
KBC Group
210
KBC Group
Belgium
$14K
AI
211
ArchPoint Investors
Florida
$13K
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$11K -$166 -14 -1%
GWS
213
Glassman Wealth Services
Virginia
$11K +$11.9K +1,000 New
Lazard Asset Management
214
Lazard Asset Management
New York
$10K +$10.9K +915 New
BF
215
BOK Financial
Oklahoma
$9K
CAW
216
Cornerstone Advisors (Washington)
Washington
$8K -$807 -68 -8%
LJHT
217
Laurie J. Hall Trustee
$8K +$4.99K +420 +114%
BBHC
218
Brown Brothers Harriman & Co
New York
$7K +$7.83K +660 New
KT
219
Kanaly Trust
Texas
$5K +$5.93K +500 New
MFS
220
MSI Financial Services
Massachusetts
$4K -$2.72K -229 -41%
WEC
221
Winslow Evans & Crocker
Massachusetts
$3.02K +$12 +1 +0.4%
JIC
222
Joel Isaacson & Co
New York
$3K
LWM
223
Lenox Wealth Management
Ohio
$3K
WRM
224
Westport Resources Management
Connecticut
$3K
MFW
225
Mosaic Family Wealth
Missouri
$2K -$11.9K -1,000 -86%