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Name Holding Trade Value Shares
Change
Change in
Stake
HCMNY
326
Howard Capital Management (New York)
New York
$390K +$3.82K +225 +1%
SF
327
Synovus Financial
Georgia
$388K +$41.3K +2,430 +12%
LNWWM
328
Laird Norton Wetherby Wealth Management
California
$385K +$167K +9,840 +73%
PAM
329
Panagora Asset Management
Massachusetts
$377K +$67.5K +3,975 +21%
RBC
330
Ronald Blue & Co
Georgia
$376K +$143K +8,445 +59%
SPM
331
Symmetry Peak Management
Pennsylvania
$373K -$1.53M -90,000 -80%
IC
332
Iconiq Capital
California
$373K
OMCS
333
Old Mutual Customised Solutions
South Africa
$370K +$76.5K +4,500 +25%
PSUF
334
People's United Financial
Connecticut
$369K +$90.5K +5,325 +31%
RFC
335
Regions Financial Corp
Alabama
$364K -$10.2K -600 -3%
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$362K -$561K -33,045 -60%
WS
337
Wedbush Securities
California
$361K +$107K +6,270 +40%
EAM
338
Evanson Asset Management
California
$354K
NG
339
NatWest Group
United Kingdom
$350K +$360K +21,165 New
EWM
340
Evercore Wealth Management
New York
$347K +$63.7K +3,750 +22%
SCG
341
Sonata Capital Group
Washington
$337K
SIG
342
Stanford Investment Group
California
$337K
CC
343
Callan Capital
California
$335K +$5.1K +300 +2%
DSAM
344
Dock Street Asset Management
Florida
$335K +$344K +20,250 New
DC
345
Davenport & Co
Virginia
$331K -$24.2K -1,425 -7%
GC
346
Grimes & Company
Massachusetts
$324K +$89.2K +5,250 +37%
GC
347
Garde Capital
Washington
$324K +$96.8K +5,700 +41%
RCM
348
Rotella Capital Management
Washington
$323K +$331K +19,500 New
NFG
349
Next Financial Group
Texas
$322K -$154K -9,075 -32%
WP
350
WMS Partners
Maryland
$307K -$12.7K -750 -4%