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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1101
Accredited Investors
Minnesota
$953K -$19.9K -156 -2%
CIS
1102
Capital International Sarl
California
$950K +$361K +2,824 +76%
DAM
1103
Delta Asset Management
Tennessee
$941K -$38.1K -298 -4%
GHA
1104
Garcia Hamilton & Associates
Texas
$937K -$1.41K -11 -0.2%
FANJ
1105
Financial Architects (New Jersey)
New Jersey
$933K -$66.7K -522 -7%
ASN
1106
Advisory Services Network
Georgia
$931K +$326K +2,549 +66%
TYCC
1107
Texas Yale Capital Corp
Florida
$927K +$335K +2,619 +69%
CSS
1108
Cubist Systematic Strategies
Connecticut
$925K +$816K +6,390 New
GIA
1109
Granite Investment Advisors
New Hampshire
$924K -$86.9K -680 -10%
PV
1110
Private Vista
Illinois
$919K -$13K -102 -2%
PAS
1111
Professional Advisory Services
Florida
$917K
TBA
1112
Train Babcock Advisors
New York
$916K -$438K -3,431 -35%
TPWA
1113
TRUE Private Wealth Advisors
Oregon
$914K +$165K +1,290 +26%
BTNA
1114
Bremer Trust National Association
Minnesota
$914K +$205K +1,604 +34%
TCOT
1115
Trust Company of Toledo
Ohio
$912K -$23.9K -187 -3%
LWM
1116
Lyons Wealth Management
Florida
$910K -$31.2K -244 -4%
GCMG
1117
Gyroscope Capital Management Group
Florida
$909K -$47.6K -373 -6%
CPR
1118
CSU Producer Resources
Ohio
$909K
BWA
1119
Burt Wealth Advisors
Maryland
$909K +$6.77K +53 +0.9%
AssetMark Inc
1120
AssetMark Inc
California
$902K +$80.9K +633 +11%
NBC
1121
Neuberger Berman Canada
Ontario, Canada
$901K -$146K -1,141 -15%
PAM
1122
PartnerRe Asset Management
Connecticut
$899K -$13.4K -105 -2%
RCWMU
1123
Rothschild & Co Wealth Management (UK)
United Kingdom
$895K
HIC
1124
Harvey Investment Company
Kentucky
$889K -$10.1K -79 -1%
DCM
1125
Donaldson Capital Management
Indiana
$887K +$89.8K +703 +13%