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Name Holding Trade Value Shares
Change
Change in
Stake
WB
551
WesBanco Bank
West Virginia
$391K +$72.2K +2,021 +24%
AWM
552
Axxcess Wealth Management
California
$391K -$5.79K -162 -2%
EWA
553
EP Wealth Advisors
California
$390K +$40.1K +1,123 +12%
SFI
554
Siemens Fonds Invest
Germany
$388K -$164K -4,599 -31%
HIA
555
Harbor Investment Advisory
Maryland
$386K -$53.5K -1,498 -13%
CWS
556
Confluence Wealth Services
Pennsylvania
$385K +$39.3K +1,101 +12%
NSEDCP
557
NJ State Employees Deferred Compensation Plan
New Jersey
$383K
PTC
558
Private Trust Company
Ohio
$382K +$72.4K +2,027 +25%
CBTWT
559
Community Bank & Trust (Waco, Texas)
Texas
$378K
KeyBank National Association
560
KeyBank National Association
Ohio
$377K +$33.2K +929 +10%
BG
561
Bollard Group
Massachusetts
$377K +$3.22K +90 +0.9%
SAG
562
SageView Advisory Group
California
$375K -$6.18K -173 -2%
GA
563
Geller Advisors
New York
$374K -$157K -4,391 -31%
IPAM
564
ICICI Prudential Asset Management
India
$374K +$10.4K +290 +3%
CTC
565
Central Trust Company
Missouri
$374K -$224K -6,265 -39%
EFM
566
E Fund Management
China
$369K -$2.93K -82 -0.8%
PWM
567
Perigon Wealth Management
California
$368K +$59.5K +1,666 +21%
PFP
568
Paragon Financial Partners
California
$367K
SIG
569
Stonegate Investment Group
Alabama
$367K +$20.7K +578 +6%
HBT
570
Heartland Bank & Trust
Illinois
$365K -$5.75K -161 -2%
NP
571
NorthRock Partners
Minnesota
$363K +$53.7K +1,504 +18%
VCG
572
Vantage Consulting Group
Virginia
$362K +$24.5K +687 +8%
Two Sigma Investments
573
Two Sigma Investments
New York
$361K +$343K +9,602 New
AAM
574
Advisors Asset Management
Colorado
$359K -$302K -8,454 -47%
UB
575
UMB Bank
Missouri
$353K +$36 +1 +0%