Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
376
Walled Lake Planning & Wealth Management
Illinois
$1.06M -$32.4K -1,778 -3%
X
377
Xponance
Pennsylvania
$1.06M -$4.81M -263,592 -83%
WAM
378
World Asset Management
Michigan
$1.06M -$43.2K -2,370 -4%
RFC
379
Regions Financial Corp
Alabama
$1.05M -$46.3K -2,535 -4%
CBB
380
Citizens Business Bank
California
$1.04M – – –
FNT
381
First Nebraska Trust
Nebraska
$1.04M -$50.8K -2,784 -5%
IPW
382
Inlet Private Wealth
Florida
$1.04M – – –
PAG
383
Private Advisor Group
New Jersey
$1.04M +$32.2K +1,762 +3%
MCIA
384
Mountain Capital Investment Advisors
Colorado
$1.03M +$946K +51,850 New
DY
385
Dowling & Yahnke
California
$1.03M +$56.9K +3,117 +6%
ED
386
Exane Derivatives
France
$1.02M -$1.29M -70,785 -57%
OFG
387
OmniStar Financial Group
North Carolina
$1.01M -$1.37M -74,926 -58%
Voloridge Investment Management
388
Voloridge Investment Management
Florida
$1.01M -$1.15M -62,947 -54%
PCS
389
Personal CFO Solutions
New Jersey
$1M +$89.9K +4,925 +18%
Bessemer Group
390
Bessemer Group
New Jersey
$983K -$1.08M -58,966 -53%
OAM
391
Occidental Asset Management
California
$973K +$20.8K +1,140 +2%
DCM
392
Dupont Capital Management
Delaware
$962K +$417K +22,847 +82%
SS
393
Simplicity Solutions
Minnesota
$961K +$288K +15,809 +45%
ACM
394
Argyle Capital Management
Pennsylvania
$934K -$32.8K -1,800 -4%
Loomis, Sayles & Company
395
Loomis, Sayles & Company
Massachusetts
$918K -$285K -15,637 -24%
Nomura Holdings
396
Nomura Holdings
Japan
$916K +$206K +11,263 +29%
SW
397
SVB Wealth
Massachusetts
$913K -$42.3K -2,319 -5%
AP
398
Advisor Partners
California
$900K +$24.6K +1,349 +3%
IRF
399
IBM Retirement Fund
New York
$883K +$238K +13,062 +39%
CI
400
Cigna Investments
Connecticut
$875K +$219 +12 +0%