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ICICI Bank
IBN

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
301
Thompson Siegel & Walmsley
Virginia
$273K – – –
BF
302
BOK Financial
Oklahoma
$271K -$11.8K -558 -4%
WFA
303
Wipfli Financial Advisors
Wisconsin
$271K +$271K +12,838 New
BRWA
304
B. Riley Wealth Advisors
Florida
$261K +$263K +12,427 New
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$252K – – –
BCV
306
Banque Cantonale Vaudoise
Switzerland
$252K – – –
AWA
307
Aaron Wealth Advisors
Illinois
$250K +$252K +11,919 New
TPCW
308
TD Private Client Wealth
New York
$249K -$30.2K -1,428 -11%
BWP
309
BSW Wealth Partners
Colorado
$247K +$248K +11,757 New
GAMC
310
Garner Asset Management Corp
Texas
$242K -$13.6K -645 -5%
EWM
311
Endowment Wealth Management
Wisconsin
$242K -$2.62K -124 -1%
SAI
312
Systematic Alpha Investments
New Jersey
$237K – – –
IC
313
IEQ Capital
California
$237K +$239K +11,317 New
PGFC
314
Peapack-Gladstone Financial Corp
New Jersey
$236K +$6.17K +292 +3%
EWA
315
EverSource Wealth Advisors
Alabama
$236K +$27.3K +1,293 +13%
SWM
316
SeaCrest Wealth Management
New York
$231K – – –
MHR
317
Matthew Hamilton Rosenberg
$230K – – –
WA
318
Wealth Alliance
New York
$230K +$231K +10,951 New
GA
319
Geller Advisors
New York
$230K +$232K +10,983 New
KWA
320
KCS Wealth Advisory
California
$216K -$127K -6,009 -37%
DWA
321
Douglass Winthrop Advisors
New York
$216K – – –
KOCAA
322
Knights of Columbus Asset Advisors
Connecticut
$212K -$4.42K -209 -2%
ST
323
Sentinel Trust
Texas
$205K -$84.7K -4,007 -29%
QCM
324
Quantinno Capital Management
New York
$201K +$202K +9,584 New
VC
325
Veracity Capital
Georgia
$200K +$201K +9,514 New
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13
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