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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
301
International Assets Investment Management
Florida
$459K +$606K +48,500 New
B
302
Barings
North Carolina
$454K
IFG
303
Independent Financial Group
California
$452K +$597K +47,755 New
M&T Bank
304
M&T Bank
New York
$448K -$78.7K -6,292 -12%
ONB
305
Old National Bancorp
Indiana
$448K -$21.5K -1,716 -3%
LOAMS
306
Lombard Odier Asset Management (Switzerland)
Switzerland
$445K +$588K +46,996 New
VCA
307
Verdence Capital Advisors
Maryland
$441K +$241K +19,250 +70%
EWM
308
Empirical Wealth Management
Washington
$437K +$170K +13,583 +42%
CCP
309
Corient Capital Partners
California
$433K +$390K +31,194 +215%
WS
310
Wedbush Securities
California
$430K -$132K -10,566 -19%
BA
311
Bridgewater Associates
Connecticut
$429K +$567K +45,344 New
CFA
312
Capstone Financial Advisors
Illinois
$428K +$50 +4 +0%
HWM
313
Hohimer Wealth Management
Washington
$426K +$515K +41,192 New
SPC
314
Sigma Planning Corp
Michigan
$416K -$74.4K -5,954 -12%
MAM
315
Meeder Asset Management
Ohio
$415K +$532K +42,571 +3,085%
MIM
316
Marco Investment Management
Georgia
$414K -$85K -6,800 -13%
HT
317
HighTower Trust
Texas
$410K +$172K +13,742 +46%
HA
318
H2O AM
United Kingdom
$406K +$471K +37,686 +733%
BCV
319
Banque Cantonale Vaudoise
Switzerland
$404K
CMBA
320
C.M. Bidwell & Associates
Hawaii
$401K +$9.13K +730 +2%
DT
321
Diversified Trust
Tennessee
$399K +$25.2K +2,017 +5%
BSG
322
Black Swift Group
Colorado
$399K +$228K +18,265 +76%
Daiwa Securities Group
323
Daiwa Securities Group
Japan
$398K
AAM
324
Auxier Asset Management
Oregon
$396K -$40.6K -3,250 -7%
PA
325
Profund Advisors
Maryland
$395K -$153K -12,208 -23%