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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
576
Cetera Advisor Networks
California
$291K +$12.9K +371 +4%
QCG
577
Quadrant Capital Group
Ohio
$289K +$71.2K +2,045 +27%
UR
578
USCA RIA
Texas
$288K -$5.89K -169 -2%
BUB
579
BBVA USA Bancshares
Texas
$286K +$17.2K +495 +5%
CLOS
580
Compagnie Lombard Odier SCmA
Switzerland
$285K +$37.9K +1,089 +13%
Mercer Global Advisors
581
Mercer Global Advisors
Colorado
$284K -$8.85K -254 -3%
BOTW
582
Bank of the West
California
$284K +$330K +9,468 New
CK
583
Cohen Klingenstein
New York
$277K
CAM
584
Close Asset Management
United Kingdom
$276K -$15.3K -440 -5%
PSUF
585
People's United Financial
Connecticut
$276K +$102K +2,921 +47%
CFG
586
Citizens Financial Group
Rhode Island
$274K +$40.2K +1,154 +14%
PGIM
587
Pacific Global Investment Management
California
$270K +$453 +13 +0.1%
SC
588
Savant Capital
Illinois
$269K +$78.3K +2,247 +33%
Carson Wealth (CWM LLC)
589
Carson Wealth (CWM LLC)
Nebraska
$268K
DSC
590
Duncker Streett & Co
Missouri
$265K
I2I
591
Insight 2811 Inc
Illinois
$262K -$153K -4,400 -34%
ASN
592
Advisory Services Network
Georgia
$261K +$25.1K +721 +9%
MCG
593
MACRO Consulting Group
New Jersey
$258K +$217K +6,239 New
RIM
594
Regent Investment Management
Kentucky
$253K -$13.9K -400 -5%
HAG
595
HighPoint Advisor Group
Illinois
$252K +$13.3K +383 +6%
PHK
596
Point72 Hong Kong
Hong Kong
$248K -$208K -5,978 -42%
BAS
597
Brown Advisory Securities
Maryland
$248K +$277K +7,950 New
BP
598
Ballentine Partners
Massachusetts
$245K -$4.95K -142 -2%
LOAMS
599
Lombard Odier Asset Management (Switzerland)
Switzerland
$244K -$1.64M -46,975 -85%
RJT
600
Raymond James Trust
Florida
$240K -$27.7K -794 -9%