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Name Holding Trade Value Shares
Change
Change in
Stake
TSS
126
Two Sigma Securities
New York
$251K -$214K -7,728 -45%
DWT
127
Dorsey & Whitney Trust
South Dakota
$239K +$250K +9,049 New
BCM
128
Birmingham Capital Management
Alabama
$232K
Brown Advisory
129
Brown Advisory
Maryland
$227K -$62.2K -2,249 -21%
RFC
130
Regions Financial Corp
Alabama
$226K +$28.5K +1,029 +14%
CG
131
Caprock Group
Idaho
$224K +$45.7K +1,652 +24%
SCM
132
SOL Capital Management
Maryland
$216K -$5.53K -200 -2%
BP
133
Ballentine Partners
Massachusetts
$207K +$25.8K +934 +14%
ONB
134
Old National Bancorp
Indiana
$206K -$415 -15 -0.2%
RhumbLine Advisers
135
RhumbLine Advisers
Massachusetts
$203K
FFG
136
Fortem Financial Group
California
$203K +$213K +7,681 New
KeyBank National Association
137
KeyBank National Association
Ohio
$200K
HDIM
138
Hanson & Doremus Investment Management
Vermont
$194K -$10.7K -385 -5%
WAM
139
Wealthspire Advisors (Maryland)
Maryland
$168K -$14.4K -519 -8%
PK
140
Pflug Koory
Nebraska
$140K -$8.3K -300 -5%
SF
141
Synovus Financial
Georgia
$127K +$83K +3,000 +166%
AssetMark Inc
142
AssetMark Inc
California
$117K -$2.76M -99,559 -96%
CAM
143
Cresset Asset Management
Illinois
$107K +$112K +4,043 New
LC
144
Lindbrook Capital
California
$106K +$112K +4,036 New
PA
145
Parallel Advisors
California
$94K +$41.6K +1,502 +73%
JWA
146
JFS Wealth Advisors
Pennsylvania
$92K
Bessemer Group
147
Bessemer Group
New Jersey
$79K +$10.6K +382 +14%
IA
148
IFP Advisors
Florida
$77K -$9.88K -357 -11%
BOPW
149
Brandywine Oak Private Wealth
Pennsylvania
$71K +$74.7K +2,701 New
PI
150
PEAK6 Investments
Illinois
$64K +$3.46K +125 +5%