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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
351
Lebenthal Asset Management
New York
$205K +$152K +3,870 +323%
JFA
352
JNBA Financial Advisors
Minnesota
$204K -$73.9K -1,875 -27%
CG
353
Colony Group
Massachusetts
$203K -$9.85K -250 -5%
Lazard Asset Management
354
Lazard Asset Management
New York
$202K -$4.14M -105,200 -95%
HPBT
355
High Point Bank & Trust
North Carolina
$202K
HIMCH
356
Hartford Investment Management Co (HIMCO)
Connecticut
$201K +$195K +4,958 New
AT
357
Arden Trust
Delaware
$201K +$196K +4,970 New
CS
358
Credential Securities
$195K -$10.8K -273 -5%
BIG
359
Bellwether Investment Group
Tennessee
$191K +$186K +4,729 New
SF
360
Synovus Financial
Georgia
$190K +$7.6K +193 +4%
HNB
361
Huntington National Bank
Ohio
$174K -$3.11K -79 -2%
JWA
362
JFS Wealth Advisors
Pennsylvania
$166K +$2.56K +65 +2%
VNA
363
Valley National Advisers
Pennsylvania
$163K -$465K -11,808 -75%
FPF
364
FNY Partners Fund
New York
$162K +$158K +4,000 New
CFG
365
CKW Financial Group
Hawaii
$154K +$39.4K +1,000 +36%
WTC
366
WhitTier Trust Company
Nevada
$149K -$35.5K -900 -20%
GCM
367
Grisanti Capital Management
New York
$142K +$138K +3,500 New
PIM
368
Perkins Investment Management
Illinois
$133K +$130K +3,300 New
CL
369
CSS LLC
Illinois
$129K +$126K +3,200 New
YWP
370
YorkBridge Wealth Partners
New York
$120K +$118K +3,000 New
EDRH
371
Edmond de Rothschild Holding
Switzerland
$115K +$55.2K +1,400 +93%
MMH
372
Menora Mivtachim Holdings
Israel
$109K +$106K +2,700 New
GWM
373
Geneos Wealth Management
Colorado
$106K +$1.54K +39 +2%
PCMM
374
Private Capital Management (Minnesota)
Minnesota
$101K
MSFP
375
Mark Sheptoff Financial Planning
Connecticut
$101K +$98.5K +2,500 New