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Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
201
Stonehage Fleming Financial Services
Jersey
$752K +$248K +2,200 +51%
BCM
202
Bayesian Capital Management
New York
$752K +$734K +6,500 New
USAA
203
United Services Automobile Association
Texas
$750K -$7.11K -63 -1%
CG
204
Caprock Group
Idaho
$749K +$74.4K +659 +11%
SCM
205
SOL Capital Management
Maryland
$733K
CONA
206
Capital One National Association
New York
$716K
CA
207
Cynosure Advisors
Utah
$699K
AI
208
Atria Investments
North Carolina
$696K -$167K -1,478 -20%
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$688K -$69.4K -615 -9%
QCG
210
Quadrant Capital Group
Ohio
$679K -$4.06K -36 -0.6%
KIA
211
KCM Investment Advisors
California
$672K -$270K -2,395 -29%
FAIM
212
Financial Advocates Investment Management
Washington
$666K +$8.69K +77 +1%
P
213
Pitcairn
Pennsylvania
$660K -$33.5K -297 -5%
KWA
214
KCS Wealth Advisory
California
$636K -$8.35K -74 -1%
BF
215
BOK Financial
Oklahoma
$634K -$31K -275 -5%
SCM
216
Sterling Capital Management
North Carolina
$634K +$9.37K +83 +2%
ONB
217
Old National Bancorp
Indiana
$614K +$34.4K +305 +6%
TC
218
Telemus Capital
Michigan
$612K +$21.6K +191 +4%
LTFS
219
Ladenburg Thalmann Financial Services
Florida
$606K
GT
220
Greenleaf Trust
Michigan
$606K +$135K +1,195 +30%
Prudential Financial
221
Prudential Financial
New Jersey
$596K +$24.2K +214 +4%
RHBC
222
R.H. Bluestein & Co
Michigan
$578K -$1.47K -13 -0.3%
YWP
223
YorkBridge Wealth Partners
New York
$578K +$101K +896 +22%
BP
224
Ballentine Partners
Massachusetts
$556K +$51.5K +456 +10%
WFMPM
225
Woodley Farra Manion Portfolio Management
Indiana
$547K