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Name Holding Trade Value Shares
Change
Change in
Stake
SI
451
SII Investments
Wisconsin
$342K +$325K +3,007 New
BWM
452
Braver Wealth Management
Massachusetts
$341K
Lazard Asset Management
453
Lazard Asset Management
New York
$338K -$115K -1,060 -26%
CONA
454
Capital One National Association
New York
$337K +$323K +2,984 New
GAM
455
Garrison Asset Management
Arkansas
$336K
BF
456
BOK Financial
Oklahoma
$334K +$8K +74 +3%
NIM
457
Northeast Investment Management
Massachusetts
$333K -$384K -3,555 -55%
IB
458
Intrust Bank
Kansas
$331K -$6.06K -56 -2%
JIC
459
Johnson Investment Counsel
Ohio
$325K -$78.6K -727 -20%
V
460
Veritable
Delaware
$324K -$165K -1,530 -35%
CAM
461
Carret Asset Management
New York
$320K
AR
462
Advisory Research
Illinois
$319K -$2.92K -27 -0.9%
BIAS
463
Beacon Investment Advisory Services
New Jersey
$319K
EAM
464
Edge Asset Management
Washington
$318K
BHWM
465
Bar Harbor Wealth Management
New Hampshire
$318K +$304K +2,815 New
SWP
466
Stratos Wealth Partners
Ohio
$316K -$22.7K -210 -7%
FC
467
FCA Corp
Texas
$316K
State Street
468
State Street
Massachusetts
$316K
LPL Financial
469
LPL Financial
California
$314K -$6.56M -60,625 -96%
BSW
470
Buckingham Strategic Wealth
Missouri
$313K +$1.62K +15 +0.5%
RC
471
RegentAtlantic Capital
New Jersey
$311K +$88.7K +820 +42%
ASN
472
Advisory Services Network
Georgia
$310K +$48K +444 +19%
FCM
473
Forester Capital Management
Illinois
$309K
AI
474
Ariel Investments
Illinois
$306K +$433 +4 +0.1%
AIS
475
American Investment Services
Massachusetts
$306K +$293K +2,707 New