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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
526
Wealthspire Advisors (Maryland)
Maryland
$328K -$16.5K -656 -5%
FANJ
527
Financial Architects (New Jersey)
New Jersey
$328K +$35.9K +1,430 +12%
TNBTD
528
Trustmark National Bank Trust Department
Mississippi
$327K -$507K -20,168 -59%
UAS
529
United Asset Strategies
New York
$325K -$7.03K -280 -2%
CIP
530
Cornerstone Investment Partners
Georgia
$325K -$3.52K -140 -1%
DSC
531
Duncker Streett & Co
Missouri
$320K -$5.05K -201 -1%
CWM
532
Concert Wealth Management
California
$315K +$7.81K +311 +2%
PGFC
533
Peapack-Gladstone Financial Corp
New Jersey
$315K +$41.8K +1,665 +14%
MYLI
534
Meiji Yasuda Life Insurance
Japan
$314K +$3.17K +126 +1%
CAM
535
ClariVest Asset Management
California
$313K
WB
536
WesBanco Bank
West Virginia
$313K
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$313K +$27.2K +1,082 +9%
AMIM
538
Aull & Monroe Investment Management
Alabama
$311K
NB
539
NBT Bank
New York
$311K +$26.8K +1,066 +9%
GLA
540
Great Lakes Advisors
Illinois
$307K -$35.3K -1,405 -10%
SEC
541
Seven Eight Capital
New York
$302K +$3.52K +140 +1%
1GA
542
1st Global Advisors
Texas
$301K +$4.65K +185 +1%
SS
543
Simplicity Solutions
Minnesota
$299K +$27.5K +1,095 +10%
CC
544
Courier Capital
New York
$298K +$316K +12,562 New
SBH
545
Segall Bryant & Hamill
Illinois
$296K -$9.5K -378 -3%
FT
546
Fiduciary Trust
Massachusetts
$284K -$34.2K -1,362 -10%
FNBT
547
FineMark National Bank & Trust
Florida
$282K -$110K -4,395 -27%
ECM
548
ETrade Capital Management
Virginia
$280K +$296K +11,768 New
MAM
549
Mizuho Asset Management
Japan
$279K -$134K -5,330 -31%
CCA
550
Checchi Capital Advisers
California
$279K +$46.5K +1,852 +19%