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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
401
Sit Investment Associates
Minnesota
$247K -$17K -115 -7%
ACM
402
AlphaCrest Capital Management
New York
$241K -$638K -4,310 -75%
CAAS
403
Capital Asset Advisory Services
Michigan
$240K -$1.78K -12 -0.8%
WANY
404
Wealthspire Advisors (New York)
New York
$236K +$203K +1,371 New
TCBWMS
405
Texas Capital Bank Wealth Management Services
Texas
$232K +$200K +1,350 New
PNC
406
Park National Corp
Ohio
$224K +$193K +1,306 New
LNWWM
407
Laird Norton Wetherby Wealth Management
California
$219K +$188K +1,271 New
IAA
408
Independent Advisor Alliance
North Carolina
$219K +$188K +1,272 New
APW
409
Austin Private Wealth
Texas
$213K +$183K +1,238 New
WT
410
Whittier Trust
California
$212K -$1.33K -9 -0.7%
LS
411
Livforsakringsbolaget Skandia
Sweden
$212K – – –
CCA
412
Checchi Capital Advisers
California
$212K +$183K +1,235 New
BWA
413
Burt Wealth Advisors
Maryland
$211K – – –
NG
414
NatWest Group
United Kingdom
$211K +$182K +1,229 New
SBSB
415
Sullivan, Bruyette, Speros & Blaney
Virginia
$206K – – –
GAB
416
German American Bancorp
Indiana
$206K +$178K +1,200 New
WDA
417
Wendell David Associates
New Hampshire
$206K +$178K +1,200 New
CIC
418
Cornercap Investment Counsel
Georgia
$205K -$152K -1,026 -46%
Parallax Volatility Advisers
419
Parallax Volatility Advisers
California
$204K -$1.79M -12,054 -91%
CFS
420
Cannon Financial Strategists
Georgia
$204K +$176K +1,185 New
HB
421
Horizon Bancorp
Indiana
$203K -$33.2K -224 -16%
LSAG
422
Lake Street Advisors Group
New Hampshire
$202K +$174K +1,177 New
BCA
423
Berman Capital Advisors
Georgia
$191K -$7.7K -52 -4%
TL
424
TrueWealth LLC
Georgia
$187K +$148 +1 +0.1%
SPIA
425
Steward Partners Investment Advisory
New York
$187K +$29.6K +200 +23%