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Name Holding Trade Value Shares
Change
Change in
Stake
FCH
551
Freestone Capital Holdings
Washington
$259K +$269K +4,372 New
IA
552
IndexIQ Advisors
New York
$258K +$162K +2,626 +151%
IAA
553
Independent Advisor Alliance
North Carolina
$256K +$266K +4,318 New
NSIM
554
North Star Investment Management
Illinois
$255K
CCA
555
Checchi Capital Advisers
California
$254K -$20.1K -326 -7%
BCM
556
BTR Capital Management
California
$254K
PMA
557
Prudent Man Advisors
Illinois
$254K +$5.79K +94 +2%
EDRH
558
Edmond de Rothschild Holding
Switzerland
$253K -$56.8K -922 -18%
CAG
559
Crestwood Advisors Group
Massachusetts
$251K -$24.6K -400 -9%
PCM
560
Pointe Capital Management
Michigan
$251K +$7.76K +126 +3%
RJT
561
Raymond James Trust
Florida
$250K +$7.51K +122 +3%
BBNA
562
Bremer Bank National Association
Minnesota
$249K -$3.94K -64 -1%
PL
563
Plancorp LLC
Missouri
$249K +$12.8K +208 +5%
Bessemer Group
564
Bessemer Group
New Jersey
$244K -$454K -7,378 -64%
ECM
565
Evergreen Capital Management
Washington
$242K +$22.8K +370 +10%
GAB
566
German American Bancorp
Indiana
$241K
Fiera Capital (Canada)
567
Fiera Capital (Canada)
Quebec, Canada
$241K +$251K +4,080 New
GFS
568
GYL Financial Synergies
Connecticut
$240K
RIL
569
Rothschild Investment LLC
Illinois
$240K
IWC
570
Integrated Wealth Concepts
Massachusetts
$240K +$1.6K +26 +0.6%
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$240K +$89.6K +1,456 +56%
FFA
572
First Foundation Advisors
California
$239K -$39.8K -646 -14%
FMWA
573
Forvis Mazars Wealth Advisors
Missouri
$238K +$247K +4,016 New
PFG
574
Pacific Financial Group
Washington
$238K +$247K +4,016 New
FAIM
575
Financial Advocates Investment Management
Washington
$237K -$73.5K -1,194 -23%