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Name Holding Trade Value Shares
Change
Change in
Stake
ANRIA
626
American National Registered Investment Advisor
Texas
$241K -$7.57K -159 -3%
KJWM
627
Kiley Juergens Wealth Management
Washington
$241K
MLIC
628
Mandatum Life Insurance Company
Finland
$241K
IFS
629
Ifrah Financial Services
Arkansas
$241K +$666 +14 +0.3%
KIA
630
KCM Investment Advisors
California
$238K
CONA
631
Capital One National Association
New York
$235K +$229K +4,803 New
ASN
632
Advisory Services Network
Georgia
$234K -$24.8K -522 -10%
WPP
633
Whalerock Point Partners
Rhode Island
$233K
MTIM
634
Marathon Trading Investment Management
Pennsylvania
$233K +$226K +4,757 New
BBNB
635
Baker Boyer National Bank
Washington
$229K
BIA
636
Bigelow Investment Advisors
Maine
$229K +$223K +4,676 New
CB
637
Cadence Bank
Mississippi
$226K
IHL
638
Investment House LLC
California
$224K -$18K -379 -8%
WAS
639
WESPAC Advisors SoCal
California
$223K +$62.3K +1,309 +40%
RIL
640
Rothschild Investment LLC
Illinois
$222K
IIC
641
Integrated Investment Consultants
Michigan
$222K +$217K +4,551 New
LNB
642
Ledyard National Bank
$220K +$13.4K +281 +7%
EDRH
643
Edmond de Rothschild Holding
Switzerland
$219K +$189K +3,969 +775%
TWA
644
TCI Wealth Advisors
Arizona
$216K
WA
645
WBH Advisory
Maryland
$214K
MCM
646
Maple Capital Management
Vermont
$214K +$208K +4,369 New
BJL
647
Brighton Jones LLC
Washington
$211K +$205K +4,315 New
CSS
648
Cubist Systematic Strategies
Connecticut
$209K -$3.25M -68,356 -94%
TCM
649
Tradition Capital Management
New Jersey
$207K +$202K +4,240 New
IA
650
IFP Advisors
Florida
$206K