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Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
576
Bremer Bank National Association
Minnesota
$272K -$6.34K -102 -2%
GTCM
577
Gyon Technologies Capital Management
New Jersey
$270K +$253K +4,066 New
GFS
578
GYL Financial Synergies
Connecticut
$269K
GVAG
579
Great Valley Advisor Group
Delaware
$268K +$252K +4,046 New
LF
580
LifeSteps Financial
California
$266K +$16.7K +268 +7%
CCA
581
Checchi Capital Advisers
California
$265K -$17.2K -276 -6%
KIM
582
Karpus Investment Management
New York
$265K
BP
583
Ballentine Partners
Massachusetts
$265K +$3.86K +62 +2%
CPSAC
584
Chas P. Smith & Associates (CPS)
Florida
$259K
AssetMark Inc
585
AssetMark Inc
California
$258K +$177K +2,852 +274%
SCM
586
Shelton Capital Management
Colorado
$257K
SWM
587
Spire Wealth Management
Virginia
$257K +$241K +3,882 New
NIC
588
Northwest Investment Counselors
Oregon
$255K
IWA
589
Intercontinental Wealth Advisors
Texas
$255K +$240K +3,852 New
TMAM
590
Tokio Marine Asset Management
Japan
$254K +$29.6K +476 +14%
NA
591
NewEdge Advisors
Louisiana
$252K +$22.5K +362 +11%
RSWM
592
Robertson Stephens Wealth Management
California
$251K +$234K +3,766 New
IAIM
593
International Assets Investment Management
Florida
$251K +$629K +10,112 +2%
TWM
594
TriaGen Wealth Management
California
$250K
FFA
595
First Foundation Advisors
California
$249K -$38.3K -616 -14%
CAGAS
596
Capital Advisory Group Advisory Services
Minnesota
$249K +$2.49K +40 +1%
LNB
597
Ledyard National Bank
$247K -$142K -2,280 -38%
KPW
598
Kore Private Wealth
New York
$245K +$373 +6 +0.2%
AF
599
Allworth Financial
California
$243K +$124 +2 +0.1%
PP
600
Patten & Patten
Tennessee
$241K