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Name Holding Trade Value Shares
Change
Change in
Stake
O
201
OppenheimerFunds
New York
$210K +$191K +2,587 New
RJFSA
202
Raymond James Financial Services Advisors
Florida
$202K +$183K +2,485 New
WAM
203
World Asset Management
Michigan
$200K +$181K +2,459 New
WTB
204
Washington Trust Bank
Washington
$174K
DAM
205
Delta Asset Management
Tennessee
$169K
CHP
206
Cable Hill Partners
Oregon
$163K
DADC
207
D.A. Davidson & Co
Montana
$162K +$15K +203 +11%
IA
208
IFP Advisors
Florida
$155K +$141K +1,911 New
SOADOR
209
State of Alaska Department of Revenue
Alaska
$152K +$7.74K +105 +6%
Creative Planning
210
Creative Planning
Kansas
$141K +$1.84K +25 +1%
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$115K
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$112K -$221 -3 -0.2%
SEI Investments
213
SEI Investments
Pennsylvania
$112K +$63.6K +862 +164%
PSUF
214
People's United Financial
Connecticut
$81K
AssetMark Inc
215
AssetMark Inc
California
$81K +$73.1K +992 New
Barclays
216
Barclays
United Kingdom
$79K -$444K -6,022 -86%
RFA
217
Reilly Financial Advisors
California
$73K
FHA
218
First Horizon Advisors
Tennessee
$57K
TC
219
Trust Company
Kansas
$57K
WAM
220
Wealthspire Advisors (Maryland)
Maryland
$54K +$8.4K +114 +21%
IWMPD
221
Integrated Wealth Management (Palm Desert)
California
$49K
NFG
222
Next Financial Group
Texas
$49K +$221 +3 +0.5%
RCM
223
Riverhead Capital Management
Delaware
$38K -$444K -6,016 -61%
TCOV
224
Trust Company of Vermont
Vermont
$38K
LNB
225
Ledyard National Bank
$33K -$7.37K -100 -20%