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Name Holding Trade Value Shares
Change
Change in
Stake
V
401
Veritable
Delaware
$474K -$43.3K -409 -9%
CG
402
Caprock Group
Idaho
$463K +$454K +4,292 New
Bessemer Group
403
Bessemer Group
New Jersey
$462K +$93.7K +886 +26%
EFS
404
Essex Financial Services
Connecticut
$460K -$43.8K -414 -9%
BWAM
405
Boyd Watterson Asset Management
Ohio
$448K +$108K +1,025 +33%
CCG
406
Cypress Capital Group
Florida
$442K
SC
407
Searle & Co
Connecticut
$441K
Lazard Asset Management
408
Lazard Asset Management
New York
$437K +$111K +1,050 +35%
KIA
409
KCM Investment Advisors
California
$435K +$28.6K +270 +7%
WG
410
Welch Group
Alabama
$434K +$16.5K +156 +4%
LCP
411
Legacy Capital Partners
Wisconsin
$432K +$15.9K +150 +4%
FAM
412
Formidable Asset Management
Ohio
$427K -$15.9K -150 -4%
WRM
413
Westport Resources Management
Connecticut
$424K -$60.3K -570 -13%
CLOS
414
Compagnie Lombard Odier SCmA
Switzerland
$421K +$47.6K +450 +13%
BA
415
Bristlecone Advisors
Washington
$421K -$42.3K -400 -9%
RFC
416
Regions Financial Corp
Alabama
$420K +$6.24K +59 +2%
HPBT
417
High Point Bank & Trust
North Carolina
$414K
CL
418
Choreo LLC
Illinois
$411K -$18.5K -175 -4%
RG
419
Rathbones Group
United Kingdom
$409K
KLI
420
Kelman-Lazarov Inc
Tennessee
$407K +$401K +3,790 New
MWM
421
Mission Wealth Management
California
$405K +$1.59K +15 +0.4%
JIC
422
Johnson Investment Counsel
Ohio
$389K -$15.2K -144 -4%
PP
423
Paloma Partners
Connecticut
$385K -$169K -1,602 -31%
PA
424
Pinnacle Associates
New York
$384K -$9.41K -89 -2%
LOT
425
Lombard Odier Transatlantic
Quebec, Canada
$383K +$47.6K +450 +15%