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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
426
Geneos Wealth Management
Colorado
$470K +$8.86K +176 +2%
FLI
427
Family Legacy Inc
South Carolina
$463K – – –
RCM
428
Riverhead Capital Management
Delaware
$460K – – –
SW
429
SVB Wealth
Massachusetts
$457K -$62.2K -1,234 -12%
LC
430
Lourd Capital
California
$454K +$2.32K +46 +0.5%
CAN
431
Claraphi Advisory Network
United States
$452K +$154K +3,049 +51%
SYBT
432
Stock Yards Bank & Trust
Kentucky
$450K – – –
TSS
433
Two Sigma Securities
New York
$449K -$96.8K -1,922 -18%
BPC
434
Banque Pictet & Cie
Switzerland
$440K – – –
PNAA
435
Pictet North America Advisors
Switzerland
$440K – – –
OA
436
Oxbow Advisors
Texas
$438K – – –
AI
437
Atria Investments
North Carolina
$436K -$254K -5,043 -37%
TAM
438
Trillium Asset Management
Massachusetts
$431K -$2.87K -57 -0.7%
UAS
439
United Asset Strategies
New York
$431K – – –
WA
440
WealthTrust Axiom
Pennsylvania
$429K +$4.03K +80 +0.9%
ACI
441
AMP Capital Investors
Australia
$423K -$182K -3,606 -30%
NSIM
442
North Star Investment Management
Illinois
$423K – – –
IAA
443
Independent Advisor Alliance
North Carolina
$419K -$7.1K -141 -1%
CBB
444
Citizens Business Bank
California
$419K – – –
LNB
445
Ledyard National Bank
$416K -$101 -2 -0%
DAM
446
Delta Asset Management
Tennessee
$410K -$11.5K -228 -3%
GHCM
447
Glen Harbor Capital Management
California
$406K – – –
SDIC
448
South Dakota Investment Council
South Dakota
$406K – – –
Principal Financial Group
449
Principal Financial Group
Iowa
$403K -$159K -3,166 -28%
HP
450
Holowesko Partners
Bahamas
$403K – – –