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Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
251
Canandaigua National Bank & Trust
New York
$330K +$67.9K +638 +24%
OWA
252
One Wealth Advisors
California
$327K +$19.6K +184 +6%
AssetMark Inc
253
AssetMark Inc
California
$322K -$81.1K -762 -19%
S
254
SignatureFD
Georgia
$320K -$53.8K -506 -14%
AR
255
Advisory Research
Illinois
$314K -$248K -2,333 -42%
I
256
IberiaBank
Louisiana
$305K +$8.19K +77 +3%
CAM
257
Carret Asset Management
New York
$304K
RG
258
Rikoon Group
New Mexico
$295K -$21.3K -200 -6%
KWA
259
KCS Wealth Advisory
California
$293K -$101K -949 -24%
ECM
260
Evergreen Capital Management
Washington
$293K -$46.2K -434 -13%
SFA
261
Sequoia Financial Advisors
Ohio
$292K
IWA
262
Intercontinental Wealth Advisors
Texas
$289K -$22.7K -213 -7%
Cerity Partners
263
Cerity Partners
New York
$287K +$30.9K +290 +11%
EVM
264
Eaton Vance Management
Massachusetts
$286K +$28.6K +269 +10%
CB
265
Commerce Bank
Missouri
$285K +$28.2K +265 +10%
RC
266
RegentAtlantic Capital
New Jersey
$285K +$88K +827 +41%
HAG
267
HighPoint Advisor Group
Illinois
$279K +$5.85K +55 +2%
SBH
268
Segall Bryant & Hamill
Illinois
$275K
RhumbLine Advisers
269
RhumbLine Advisers
Massachusetts
$271K -$15.3K -144 -5%
FDCDDQ
270
Federation des caisses Desjardins du Quebec
Quebec, Canada
$268K +$37.8K +355 +15%
WAS
271
WESPAC Advisors SoCal
California
$261K
AWM
272
Altium Wealth Management
New York
$260K -$24.9K -234 -8%
PGFC
273
Peapack-Gladstone Financial Corp
New Jersey
$260K -$7.45K -70 -3%
PFS
274
Physicians Financial Services
North Carolina
$259K
MWM
275
Mission Wealth Management
California
$257K -$17K -160 -6%