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Name Holding Trade Value Shares
Change
Change in
Stake
SW
376
SVB Wealth
Massachusetts
$1.48M +$1.24M +30,030 +243%
KA
377
Kovack Advisors
Florida
$1.48M +$120K +2,895 +7%
IAA
378
Independent Advisor Alliance
North Carolina
$1.45M +$799K +19,275 +87%
DZ Bank
379
DZ Bank
Germany
$1.45M +$1.26M +30,435 +290%
AA
380
Auxano Advisors
Washington
$1.41M +$1.68M +40,485 New
IC
381
Inverness Counsel
New York
$1.41M -$190K -4,575 -10%
CL
382
CPWM LLC
Washington
$1.41M -$238K -5,730 -12%
NFG
383
Next Financial Group
Texas
$1.41M +$650K +15,675 +64%
WAM
384
World Asset Management
Michigan
$1.4M -$907K -21,870 -35%
OU
385
Optiver US
Illinois
$1.39M +$1.65M +39,750 New
AW
386
ACG Wealth
Georgia
$1.38M +$1.86K +45 +0.1%
CLOS
387
Compagnie Lombard Odier SCmA
Switzerland
$1.37M +$965K +23,280 +147%
KeyBank National Association
388
KeyBank National Association
Ohio
$1.33M -$108K -2,610 -6%
LSA
389
L & S Advisors
California
$1.33M +$805K +19,410 +103%
EWM
390
Evercore Wealth Management
New York
$1.33M -$252K -6,075 -14%
V
391
Veritable
Delaware
$1.32M -$97K -2,340 -6%
PA
392
Parallel Advisors
California
$1.32M +$640K +15,450 +69%
SLI
393
Sumitomo Life Insurance
Japan
$1.31M -$4.97K -120 -0.3%
JSAM
394
J. Safra Asset Management
New York
$1.31M
ASN
395
Advisory Services Network
Georgia
$1.31M +$170K +4,110 +12%
RSS
396
Rosenblum Silverman Sutton
California
$1.3M -$984K -23,730 -39%
S
397
Seeyond
France
$1.29M -$2.49K -60 -0.8%
FAIM
398
Financial Advocates Investment Management
Washington
$1.27M +$210K +5,070 +16%
CFG
399
Cooper Financial Group
California
$1.26M +$285K +6,885 +24%
SCP
400
Stamos Capital Partners
California
$1.25M +$3.73K +90 +0.3%