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Gen Digital

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
426
Ronald Blue & Co
Georgia
$267K +$29.4K +1,383 +13%
CLOS
427
Compagnie Lombard Odier SCmA
Switzerland
$262K
BF
428
BOK Financial
Oklahoma
$260K -$65.4K -3,079 -21%
GVT
429
Genesee Valley Trust
New York
$260K -$2.66K -125 -1%
FCI
430
Financial Counselors Inc
Kansas
$258K -$1.94M -91,271 -89%
ISL
431
Ingalls & Snyder LLC
New York
$257K -$59.5K -2,800 -20%
ICAS
432
Investors Capital Advisory Services
Massachusetts
$255K +$237K +11,160 New
Bank of Nova Scotia
433
Bank of Nova Scotia
Ontario, Canada
$254K +$235K +11,071 New
PBT
434
Pictet Bank & Trust
Bahamas
$247K
CWA
435
Constellation Wealth Advisors
New York
$245K +$228K +10,706 New
MA
436
MUFG Americas
New York
$240K -$10.7K -504 -5%
MWR
437
McAdams Wright Ragen
Washington
$238K +$221K +10,406 New
VFS
438
VSR Financial Services
Kansas
$236K -$3.65K -172 -2%
ECM
439
Everence Capital Management
Indiana
$236K
LWM
440
Lyons Wealth Management
Florida
$229K -$683K -32,132 -76%
RHBC
441
R.H. Bluestein & Co
Michigan
$229K
Tudor Investment Corp
442
Tudor Investment Corp
Connecticut
$227K -$397K -18,700 -65%
QI
443
QS Investors
New York
$223K +$207K +9,756 New
WTIM
444
Wilmington Trust Investment Management
Delaware
$218K -$68K -3,200 -25%
TWA
445
TCI Wealth Advisors
Arizona
$216K
AT
446
Arden Trust
Delaware
$209K +$195K +9,156 New
WAM
447
Weatherly Asset Management
California
$198K +$183K +8,634 New
Envestnet Asset Management
448
Envestnet Asset Management
Illinois
$191K +$71.1K +3,344 +67%
TAM
449
Tocqueville Asset Management
New York
$167K -$31.9K -1,500 -17%
TF
450
Tompkins Financial
New York
$167K -$6.57K -309 -4%