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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
AE Wealth Management
Kansas
$582K +$243K +1,210 +70%
CAM
802
Cresset Asset Management
Illinois
$566K +$221K +1,104 +63%
BOTW
803
Bank of the West
California
$565K – – –
WEC
804
Winslow Evans & Crocker
Massachusetts
$564K -$64.1K -320 -10%
LOAME
805
Lombard Odier Asset Management (Europe)
United Kingdom
$563K – – –
IFAM
806
Institutional & Family Asset Management
Colorado
$558K -$21.2K -106 -4%
GIA
807
Gateway Investment Advisers
Ohio
$557K -$1.42M -7,084 -72%
SRAM
808
Stone Ridge Asset Management
New York
$555K +$321K +1,600 +133%
WG
809
Winton Group
United Kingdom
$554K -$13.4K -67 -2%
ECM
810
Evergreen Capital Management
Washington
$554K – – –
HBT
811
Hills Bank & Trust
Iowa
$550K – – –
DBG
812
De Burlo Group
Massachusetts
$545K – – –
WTC
813
WhitTier Trust Company
Nevada
$537K +$17.8K +89 +3%
MA
814
MANA Advisors
New York
$537K +$205K +1,025 +61%
ADBIC
815
A.D. Beadell Investment Counsel
Wisconsin
$534K – – –
EFS
816
Essex Financial Services
Connecticut
$534K +$23.5K +117 +5%
KIA
817
Kopp Investment Advisors
Minnesota
$522K -$47.5K -237 -8%
BCM
818
Beck Capital Management
Texas
$522K +$528K +2,634 New
CCA
819
Checchi Capital Advisers
California
$521K -$601 -3 -0.1%
CGL
820
Clarius Group LLC
Washington
$520K +$164K +820 +45%
JCM
821
Jacobi Capital Management
Pennsylvania
$519K +$4.21K +21 +0.8%
CF
822
Copperwynd Financial
Arizona
$514K +$66.1K +330 +14%
HIIFS
823
Harel Insurance Investments & Financial Services
Israel
$514K +$520K +2,593 New
PA
824
Pinnacle Associates
New York
$511K +$2.81K +14 +0.5%
CCP
825
Corient Capital Partners
California
$508K +$47.3K +236 +10%