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Name Holding Trade Value Shares
Change
Change in
Stake
SBWM
1101
Sunflower Bank Wealth Management
Arizona
$954K -$26.7K -209 -3%
AI
1102
Accredited Investors
Minnesota
$953K -$19.9K -156 -2%
CIS
1103
Capital International Sarl
California
$950K +$361K +2,824 +76%
DAM
1104
Delta Asset Management
Tennessee
$941K -$38.1K -298 -4%
GHA
1105
Garcia Hamilton & Associates
Texas
$937K -$1.41K -11 -0.2%
FANJ
1106
Financial Architects (New Jersey)
New Jersey
$933K -$66.7K -522 -7%
ASN
1107
Advisory Services Network
Georgia
$931K +$326K +2,549 +66%
TYCC
1108
Texas Yale Capital Corp
Florida
$927K +$335K +2,619 +69%
CSS
1109
Cubist Systematic Strategies
Connecticut
$925K +$816K +6,390 New
GIA
1110
Granite Investment Advisors
New Hampshire
$924K -$86.9K -680 -10%
PV
1111
Private Vista
Illinois
$919K -$13K -102 -2%
PAS
1112
Professional Advisory Services
Florida
$917K – – –
TBA
1113
Train Babcock Advisors
New York
$916K -$438K -3,431 -35%
TPWA
1114
TRUE Private Wealth Advisors
Oregon
$914K +$165K +1,290 +26%
BTNA
1115
Bremer Trust National Association
Minnesota
$914K +$205K +1,604 +34%
TCOT
1116
Trust Company of Toledo
Ohio
$912K -$23.9K -187 -3%
LWM
1117
Lyons Wealth Management
Florida
$910K -$31.2K -244 -4%
GCMG
1118
Gyroscope Capital Management Group
Florida
$909K -$47.6K -373 -6%
CPR
1119
CSU Producer Resources
Ohio
$909K – – –
BWA
1120
Burt Wealth Advisors
Maryland
$909K +$6.77K +53 +0.9%
AssetMark Inc
1121
AssetMark Inc
California
$902K +$80.9K +633 +11%
NBC
1122
Neuberger Berman Canada
Ontario, Canada
$901K -$146K -1,141 -15%
PAM
1123
PartnerRe Asset Management
Connecticut
$899K -$13.4K -105 -2%
RCWMU
1124
Rothschild & Co Wealth Management (UK)
United Kingdom
$895K – – –
HIC
1125
Harvey Investment Company
Kentucky
$889K -$10.1K -79 -1%