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Name Holding Trade Value Shares
Change
Change in
Stake
CRC
251
Curi RMB Capital
Illinois
$407K -$21.7K -183 -5%
LFAS
252
Level Four Advisory Services
Texas
$403K -$917K -7,732 -70%
RG
253
Rikoon Group
New Mexico
$389K
IWA
254
Intercontinental Wealth Advisors
Texas
$383K +$20K +169 +6%
OWA
255
One Wealth Advisors
California
$381K -$4.63K -39 -1%
CAM
256
Carret Asset Management
New York
$375K
BWP
257
BSW Wealth Partners
Colorado
$374K +$155K +1,307 +76%
CS
258
Comerica Securities
Michigan
$373K -$5.58K -47 -2%
I
259
IberiaBank
Louisiana
$367K +$354K +2,983 New
SFA
260
Sequoia Financial Advisors
Ohio
$361K -$37.5K -316 -10%
RhumbLine Advisers
261
RhumbLine Advisers
Massachusetts
$353K +$340K +2,869 New
AWM
262
Altium Wealth Management
New York
$350K -$18.5K -156 -5%
1WA
263
180 Wealth Advisors
Washington
$349K +$6.41K +54 +2%
PAG
264
Private Advisor Group
New Jersey
$342K -$34.4K -290 -9%
SBH
265
Segall Bryant & Hamill
Illinois
$339K
MWM
266
Mission Wealth Management
California
$337K +$62.9K +530 +24%
PGFC
267
Peapack-Gladstone Financial Corp
New Jersey
$330K +$3.44K +29 +1%
CNBT
268
Canandaigua National Bank & Trust
New York
$329K -$356 -3 -0.1%
IAA
269
Independent Advisor Alliance
North Carolina
$327K +$26.5K +223 +6%
STMM
270
South Texas Money Management
Texas
$326K +$77.1K +650 +32%
RWP
271
RWA Wealth Partners
Massachusetts
$325K
WAS
272
WESPAC Advisors SoCal
California
$322K
PFS
273
Physicians Financial Services
North Carolina
$320K
EVM
274
Eaton Vance Management
Massachusetts
$320K +$8.07K +68 +3%
CB
275
Commerce Bank
Missouri
$319K -$966K -8,139 -76%