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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
451
Capital Bank & Trust
California
$219K
UB
452
UMB Bank
Missouri
$219K
Victory Capital Management
453
Victory Capital Management
Texas
$218K -$4.05K -98 -2%
AIP
454
Ahrens Investment Partners
Louisiana
$216K +$221K +5,334 New
RFC
455
Regions Financial Corp
Alabama
$211K
HAG
456
HighPoint Advisor Group
Illinois
$207K +$331 +8 +0.2%
NGA
457
Naples Global Advisors
Florida
$206K -$1.32K -32 -0.6%
JMPWA
458
JP Morgan Private Wealth Advisors
California
$204K -$20K -484 -9%
RCA
459
Rowland Carmichael Advisors
Arizona
$202K
SWM
460
Segment Wealth Management
Texas
$202K +$206K +4,982 New
KF
461
Krilogy Financial
Missouri
$197K +$201K +4,864 New
WAM
462
Wealthspire Advisors (Maryland)
Maryland
$184K +$6.53K +158 +4%
EA
463
Elm Advisors
California
$178K +$182K +4,400 New
FMLI
464
Fukoku Mutual Life Insurance
Japan
$170K -$24.8K -600 -13%
RIM
465
Rampart Investment Management
Connecticut
$163K +$278K +6,728 +183%
GWM
466
Geneos Wealth Management
Colorado
$153K +$331 +8 +0.2%
VFM
467
Viking Fund Management
North Dakota
$146K -$1.16M -28,000 -89%
PA
468
Parallel Advisors
California
$139K -$15.6K -378 -10%
CG
469
Cutler Group
California
$137K +$141K +3,400 New
LM
470
Luminus Management
Texas
$136K +$25.5M +617,964 +23%
LNB
471
Ledyard National Bank
$135K +$3.72K +90 +3%
PHK
472
Point72 Hong Kong
Hong Kong
$133K -$547K -13,242 -80%
SF
473
Synovus Financial
Georgia
$131K +$15.6K +378 +13%
VFA
474
Valeo Financial Advisors
Indiana
$127K +$6.04K +146 +5%
BBA
475
Braun-Bostich & Associates
Pennsylvania
$122K +$9.01K +218 +8%