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Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
251
Yorktown Management & Research Company
Virginia
$338K – – –
CNBT
252
Canandaigua National Bank & Trust
New York
$330K +$67.9K +638 +24%
OWA
253
One Wealth Advisors
California
$327K +$19.6K +184 +6%
AssetMark Inc
254
AssetMark Inc
California
$322K -$81.1K -762 -19%
S
255
SignatureFD
Georgia
$320K -$53.8K -506 -14%
AR
256
Advisory Research
Illinois
$314K -$248K -2,333 -42%
I
257
IberiaBank
Louisiana
$305K +$8.19K +77 +3%
CAM
258
Carret Asset Management
New York
$304K – – –
RG
259
Rikoon Group
New Mexico
$295K -$21.3K -200 -6%
KWA
260
KCS Wealth Advisory
California
$293K -$101K -949 -24%
ECM
261
Evergreen Capital Management
Washington
$293K -$46.2K -434 -13%
SFA
262
Sequoia Financial Advisors
Ohio
$292K – – –
IWA
263
Intercontinental Wealth Advisors
Texas
$289K -$22.7K -213 -7%
Cerity Partners
264
Cerity Partners
New York
$287K +$30.9K +290 +11%
EVM
265
Eaton Vance Management
Massachusetts
$286K +$28.6K +269 +10%
CB
266
Commerce Bank
Missouri
$285K +$28.2K +265 +10%
RC
267
RegentAtlantic Capital
New Jersey
$285K +$88K +827 +41%
HAG
268
HighPoint Advisor Group
Illinois
$279K +$5.85K +55 +2%
SBH
269
Segall Bryant & Hamill
Illinois
$275K – – –
RhumbLine Advisers
270
RhumbLine Advisers
Massachusetts
$271K -$15.3K -144 -5%
FDCDDQ
271
Federation des caisses Desjardins du Quebec
Quebec, Canada
$268K +$37.8K +355 +15%
WAS
272
WESPAC Advisors SoCal
California
$261K – – –
AWM
273
Altium Wealth Management
New York
$260K -$24.9K -234 -8%
PGFC
274
Peapack-Gladstone Financial Corp
New Jersey
$260K -$7.45K -70 -3%
PFS
275
Physicians Financial Services
North Carolina
$259K – – –