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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$84K -$405K -9,690 -83%
FHB
327
First Hawaiian Bank
Hawaii
$75K +$64.6K +1,545 +633%
MNBTD
328
Moody National Bank Trust Division
Texas
$73K +$73K +1,745 New
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
$72K -$335 -8 -0.5%
S
330
SignatureFD
Georgia
$70K -$27.8K -664 -28%
IUHSA
331
Itau Unibanco Holding S.A.
Brazil
$64K +$65.4K +1,564 New
GWM
332
Geneos Wealth Management
Colorado
$61K – – –
IWA
333
Intercontinental Wealth Advisors
Texas
$61K +$60.6K +1,449 New
1IA
334
1834 Investment Advisors
Wisconsin
$56K – – –
CAM
335
Cresset Asset Management
Illinois
$52K +$52.4K +1,252 New
BCWM
336
Bartlett & Co Wealth Management
Ohio
$50.2K – – –
BC
337
Bartlett & Co
Ohio
$50K – – –
RTC
338
Riverview Trust Company
Washington
$49K +$49.2K +1,176 New
Bessemer Group
339
Bessemer Group
New Jersey
$41K +$5.27K +126 +15%
RCAG
340
Rehmann Capital Advisory Group
Michigan
$40.8K +$6.02K +144 +17%
CAW
341
Cornerstone Advisors (Washington)
Washington
$38K -$1.46K -35 -4%
MMG
342
Monetary Management Group
Missouri
$38K – – –
DWA
343
Dougherty Wealth Advisers
Minnesota
$38K +$36.7K +877 New
PCM
344
Penserra Capital Management
California
$36K -$34.7K -830 -49%
EWM
345
Endurance Wealth Management
Rhode Island
$35K – – –
TFA
346
Transamerica Financial Advisors
Florida
$33K -$9.41K -225 -22%
SGS
347
Sterling Global Strategies
California
$31.7K +$31.7K +758 New
TL
348
TrueWealth LLC
Georgia
$31K – – –
PGWM
349
Parisi Gray Wealth Management
New Jersey
$29K -$8.37K -200 -22%
JA
350
JOYN Advisors
Georgia
$29K +$19.9K +476 +222%